Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This will submit the form and automatically update the action person on the form based on the mapping user field configuration


Change status to Return

Returns the form to the previous Action person

...

Note

Return to Action and Return Status could give different results based on the above. You may change the Action of the form, without changing the Status of it, if there is no history/comment by another collaborator

Change Action to Return :

When an action button is configured change action user to Return, the system will return the document to the previous action person.

Image Added

If multiple action persons are allowed, then it can allow For example : 

Lets say Bob, John and Jane are the action persons. 

Lets say the status action is changed to Bill

Status is changed to Status 1 (Status 1 has Action = Return)

When you press the Action button from Status 1, it will return the form for Bob, John and Jane to action

User(s)

You can configure status action buttons to directly change addressing without requiring a mapping field.

...