Web Forms Approver's Action Help

Approvers are required to select an Action before choosing the Finish & Submit button.

  • approve
    If you want to move the form forward choose "approve" from the Action menu.

  • add approver and return to me
    For some forms, Approvers have the option of adding another Approver. This will lengthen the approval process since you are adding two steps. First the form is sent to the new Approver, and then it is sent back to you for another review.

    If you select "add approver and return to me", then you must also enter an email in the blank Approver field under the Routing & Authorization section.

  • return to previous approver
    Only choose "return to previous approver" if you want to have the form resubmitted to you with changes. This will take the form back one step.

  • return to originator
    Only choose "return to originator" if you want to have the form resubmitted to you with changes. This will take the form back to the beginning, and all approval steps will have to be redone.

 

Details

Article ID: 414
Created
Fri 7/19/19 1:59 PM
Modified
Thu 10/24/19 3:19 PM