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Bulk Assign Select Status Action
You can also bulk assign a select status action button.
1. To assign a mapped user field value via the action button tick the forms you wish to bulk update.
2. Then select the Bulk Assign option.
3. Select the user field you wish to update and assign a value to it.
4. Click next.
5. This will update the forms you selected with the value you assigned to the mapped user field.
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Currency and Number fields have been added to the status action button criteria list.
You can configure the same field more than once to support configuring numbers between two others.
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Configuring Post Conditions
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Prerequisites - You must have an action button configured for the first status of the form
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The below example shows that user Usman Shahid created a document. When user Barry Blockman clicked the 'Fail' button, the system returned it back to Usman to action. This is because the 'Fail' button is set to Changes Status → Return
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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.
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)
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Requires Comment Option
With this option turned on you can force a user to enter a comment prior to clicking on the Status Action button.
This applies to the Response Window
And Email Response.
On Dashboards, there will be a pop up alerting you that a comment is required.
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History Log for Action Button Changes
Changes to Action buttons are logged and can be viewed via the history button on the action button.
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