Scenario 3
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User submits form and then recalls form
Users and roles in this example:
- Ace Parker – Form filler, submits form, then recalls form
- Jack Tripper – First selected approver
- Carrie Fisher – Second selected approver
Step 1
User Ace Parker opens a form to fill. The form Ace opened requires two approvers. Ace can select form approvers in the following ways when filling out a form:
- When Ace opens the form for the first time, the Form Properties box will appear. He can then select the Approval Sequence tab and add form approvers. If he chooses not to select approvers at this time, he can select form approvers at anytime using the Form Properties box by clicking Properties at the top of the form page.
- When Ace clicks Submit, the Approval Request box will appear where the form filler must select at least one approver to submit the form.
Step 1 walkthrough
Step 2
Ace fills out the form and clicks Submit. At this point, form approvers have not been selected so the Approval Request box appears indicating that the form requires at least one approver before submitting. Ace's form needs to be reviewed by 2 Form Approvers.
In the Approver 1 field, he selects the first approver the form will be sent to — Jack Tripper. Then Ace clicks Add Another Approver and adds a second approver — Carrie Fisher.
Ace always submits this form to the same people for approval, so to avoid going through the process of adding the same approvers each time, he clicks the Remember this approval sequence the next time I fill out "Form Name" check box.
Step 2 walkthrough
Step 3
Ace recalls the submitted form. He realized he forgot to check the OSHA Poster displayed and First aid kit fully stocked check boxes on the form.
Other reasons a user may recall a submitted form include:
- Add/remove approvers?