Live Forms Latest - This documentation is for Live Forms v10.0.* v10.0 is a Cloud Only release.* Not for you? Earlier documentation is available too.
Looking for a section on this page? Hover your cursor over the Table of Contents iconto the right to quickly navigate this page.
Examples of Approving/Rejecting workflow tasks and important topics about the behavior of workflows are discussed below.
Refer to this topic for information about testing workflows
Live Forms provides a method to show validation errors at the time of submission. Click on the Continue or Finish button in a workflow that contains invalid data or required fields that are empty and the invalid controls are highlighted with a background color. Refer to this documentation for the details.
Users filling in a lot of data in a long workflow may loose that data if they close the browser/browser tab without saving or submitting. Browser messages will popup to confirm or cancel the window/tab closing action to avoid the loss of data. Refer to Unsaved Changes Warning Message topic to see how this feature works.
Designers should consider the Save on Navigate feature for workflows if you want to save entered data when the browser is closed before Saving or Submitting.
Approval workflows are very easy to automate in Live Forms. The requester fills out the original form (or set of forms) electronically and the workflow is then routed it to the appropriate person or persons according to the desired business scenario. They’re notified with an email and can take action instantly using any device e.g. instant approval using a smart phone. E-signatures are collected and PDFs can be generated along the way. Live Forms offers multiple integration options so you can save your data.
Reviewing a task for approval is very easy in Live Forms using the Task List. The approver can use the displays a Quick View of the task without displaying the entire form. It allows the user who's responsibility it is to review the task (manager, supervisor, reviewer etc.) to add a comment, approve or reject, sign and pass it to the next user in the workflow. This works well on mobile devices. If the approver wants to see the entire form they can click the Details button. Quick Approval or the Perform icons to display the approval step. Quick Approval
Follow these instructions to approve a task for the workflow that you downloaded:
A non-admin user can send a task back to a previous step by clicking the Reject button. The Reject button is configurable by the designer so all steps in the workflow may not have one.
Let's consider an Expense Report workflow where the first step is performed by the employee, then it is routed to the employee's manager for approval/rejection. If approved, the workflow is then routed to the Payroll department for final processing. A Reject button has been configured for the Manager and Payroll steps and email notification is turned on for all participating users.
Employee William accesses his company's HR portal and logs in to Live Forms. He fills out and submits his Expense Report, then he logs out of Live Forms.
William's manager, Jerry, receives a task notification email informing him there is a task on his task list that requires his attention.
Jerry clicks the link in the email, logs into Live Forms from a mobile device and clicks the the Quick View icon.
Jerry adds a comment, then approves the task by clicking on the Approve button. The "Task successfully approved" message displays and Jerry logs out of Live Forms.
All users who work in the Payroll department receive a notification email and the workflow is routed to their task lists.
Sue, who is a Payroll department employee, clicks the link in the email, logs into Live Forms, performs the task and notices that William neglected to attach images of his receipts.
Sue clicks the Reject button. She rejects the task back to the step in the workflow performed by William Castle by selecting that step from the dropdown. Then she provides the reason for the rejection.
She clicks Submit on the Rejection screen and sees the "Task successfully rejected" message.
The task is removed from Sue's task list and she logs out. William receives a customized email asking him to attach the receipts.
William logs into Live Forms and accesses the task from his Task List.
He uploads the receipts then resubmits the Expense Report. The workflow is routed to Jerry, who can reject the task and send it back to William or approve it. If approved, the workflow will once again be routed to the Payroll department employees. Now that the receipts are attached, the first employee in Payroll to perform the task can complete the final processing of William's Expense Report.
Click the icon on the Task List to search for a form you have saved and want to continue, that you have submitted in the past, or to search for a workflow you have participated in. You can narrow your search to specific forms or workflows, a date range when you performed a task or only tasks that ended with errors. You can check one or more task states (Saved, Submitted, WAITING, PENDING, ABORTED) to include/exclude tasks from the search results.
Search will only show tasks that the user has participated in.
Select a Form/Workflow from the dropdown and Filter Form/Workflow by Data table becomes visible and enabled. You can use this table to optionally select fields that are set up as Searchable Fields in your form/workflow by the designer as search criteria.
The Filter Form/Workflow by Data section of the Search screen allows you to optionally setup additional search criteria using the Searchable Fields configured for the form/workflow. The Condition column provides the available conditions based on the type of field, and the Value column allows you to enter matching values. The filter logic can be edited using ANDs and ORs, etc.
The Condition column choices depend on the data type of the selected field. The data types and their corresponding options are shown in the table.
|Data Type(s)||Conditions Available in the Dropdown List|
|Date, Time, Date/Time||is equal to|
|is not equal to|
|is on or before|
|is on or after|
|is within last|
|contains a value|
|does not contain a value|
|Number, Money, Quantity||is equal to|
|is not equal to|
|is greater than|
|is less than|
|is greater than or equal to|
|is less than or equal to|
|contains a value|
|does not contain a value|
|Text, TextArea, Email, DropDown, Radio, Checkbox||contains|
|does not contain|
|is equal to|
|is not equal to|
|contains a value|
|does not contain a value|
|Boolean Checkbox||is equal to|
The values entered into the Value Column depend on the field type and also sometimes upon the condition chosen. The allowed values for Field Type(s) and conditions are listed in the table.
|Field Type||Condition||Value Entry Field Type||Notes|
|Date||Any except 'is within last'||Date Picker|
|Time||Any except 'is within last'||Time Entry|
|DateTime||Any except 'is within last'||Date and Time Picker|
|Date, Time, DateTime||'is within last'||Special time duration entry field.||Enter a duration in Years:Months:Days:Hours:Minutes. Any field to the left may be omitted. For example, 2 days and 4 hours may be expressed as 0:0:2:4:0 or as 2:4:0.|
|Number, Money, Quantity||number field|
|Text, TextArea, Email, DropDown, Radio, Checkbox||Text field|
|Boolean Checkbox||drop down containing true and false options|
For Example, if you select a Date field, the Date Picker is provided to help enter the value. If you select a Text field from your form/workflow, you will be prompted to "Enter text".
A Date, Time or Date/Time field with the "is within last" condition selected, requires a special time duration entry. The duration must be entered in this format: Years:Months:Days:Hours:Minutes. Fields to the left may be omitted. For example, if you were searching for tasks performed in the last 2 hours you can enter 02:00 or as 2:0. To search for tasks within the last 2 months and 12 days, enter 02:12:00:00.
If you enter an invalid value, an error will display with instructions:
If you want to modify the logical expression, click the Edit button. The logic expression becomes editable.
The Logic Expression allows you to customize and combine the filter conditions using ANDs and ORs as well as parenthesis () to group terms of the expression.
Searches are initialized with the data entered as part of the previous search performed in the current web session. The one exception to that is the Filter Form/Workflow by Data table which will always start out empty.
The Reset button clears all filter fields with the exception of Submission Status which is reset to all checkboxes checked.
The image shows an example of a Task search screen and the results displayed. Manager Jerry is searching for:
The results show a Simple PO Workflow for each company currently in a pending state. Checking the Audit Trail reveals that the task is on his Task List and is locked by him.
Tenant Admins and users with workflow admin permission are able to search for tasks that were performed by other users. One very common function is to search for tasks that are locked by a particular user so that the workflow admin can modify them and reassign them to another user or role. For example, if a person goes on vacation, the workflow admin may need to move a saved or pending form or workflow to another user.
If no matching tasks are found as a result of your search, you will see this message:
If a workflow was renamed after having submissions, the original name will appear in the task list for tasks in PENDING and SUBMITTED status until the instance is saved.
Users logged into Live Forms are able to view workflow steps that they performed by clicking on the icon in the Audit trail. When you are viewing your task, you may notice the read-only view watermark. This is to remind you that you can view the information but can not make changes to it.
You will not see this icon for rejected tasks, tasks that have been reset/reassigned/aborted by a tenant or workflow admin, or tasks that have been saved to your Task List.
You will only be able to view tasks that you have participated in.
Let's say you submitted a Leave Approval Request to your manager and you want to view the information that you entered. You are not sure if your manager has approved it or if your request is pending your Manager's approval (pending state).
Here is how you find it:
Refer to View My Task for additional information about viewing tasks when workflow steps are performed by the same user or sent to an anonymous user.
Users may not have all the information required to complete a form/workflow in a single session. Live Forms offers a Save/Load feature that adds a Save button to the bottom of the form: Users can partially complete forms/workflows including leaving required fields blank and even having invalid data in form fields then click Save. The partially completed form is saved to the user's Task List. Later the user can re-open the form either in the same browser or a different browser or even from a different computer, and reload the partially completed form and continue working on it. You can save the form/workflow as many times as you like. Clicking the Audit Trail. Saved Tasks icon displays all tasks partially completed by the user. Each time the Save button is clicked is tracked by creating entries in the Saved forms are not the same as submitted forms. Saved forms do not appear in the Submissions Repository. Saved forms can contain invalid data and also contain required fields with no values yet entered. When such a form is re-loaded the missing and invalid values are again flagged as such by Live Forms. And the form cannot be submitted (the submit button will be grey) until corrections are made to those fields.
Follow these steps to Save a form:
If your form/workflow does not have a Save button, contact the form/workflow designer.
Live Forms offers the workflow designer many ways to send emails from workflows. You can:
For example, imagine a New Listing Agreement workflow where the Real Estate agent can elect to send an email to the seller (anonymous user) to collect the property details. In this scenario, the agent fills in steps 1 and 2 of the workflow supplying the Seller's email address. The Seller receives an email with a link to the first anonymous step (Seller Information). The Seller clicks on the email link, completes the Seller Information and Property Information steps then the workflow is routed back to the agent for review.
In the designer, the workflow would look like this: Notice the Seller and Property information steps represent a screenflow since they are both filled out by the same person (Seller).
Let's say the Seller completes the Seller Information step then closes the browser. When the seller clicks on the link in the email again, the Seller will be directed to the Seller Information step.
If the Save on Navigate property is checked for this workflow then the anonymous user is brought back to the workflow at the current/latest anonymous step (Property Info) when they click the email link a second time.
The designer defines task boundaries by setting assignments (user, role or email address), so each workflow step with an assignment is considered a new task. Any subsequent workflow steps without assignment are considered part of screen workflow of the same task. Having an assignment to a workflow step strictly enforces the task boundary and it is applicable for the first step of workflow as well.
If the next step is assigned to the same user as the current step, the pending message will include a link to perform that step. When the user clicks the link to continue the workflow execution, the workflow will continue like a screenflow but a new task will be created behind the scenes. This is an uncommon design but may occur in cases where the next step is dynamically assigned to a user by a template and that template resolves to the current user.
When navigating back using the navigation bar, consecutive unassigned tasks in a screenflow will be available to edit. Once a user has moved on to a subsequent assigned step, all prior steps will be read only.
For workflows created in v9.0.x and later, when a task that is routed to a templatized user, role, or email resolves to null or empty string, the task will be assigned to the "invalid-task-assignment" userId and a notification with be sent to flow admin users (or the tenant admin user if no flow admin is configured.) This will enable flow admin users to easily search mis-routed tasks assigned to the "invalid-task-assignment" userId and re-assign to valid user.
Workflows created in v8.x and prior will not inherit the new "invalid-task-assignment" behavior if a templatized user, role or email resolves to null. Instead, they will retain the previous behavior of morphing into a screenflow. To upgrade a workflow to use the v9 Invalid Task Assignment behavior, you will need to manually edit the flowtype property supportNullAssignee="false".
Anonymous users can access public forms that include the save/load feature or digital signatures. These features require a login. When the anonymous user clicks to save or sign, they will be prompted with the login screen.
The Navigation toolbar provides the ability for a user to navigate back and forth between the steps of a workflow. This is helpful if the user needs to return to a previously competed step to make a correction or review the entered data. Editing of previously completed steps in a workflow is no longer possible if the previous step was completed by a different user than the current user. Previously completed steps are now rendered as read only unless it is a prior step for the same user, with no intervening steps belonging to another user. This feature is referred to as View mode.
Navigating through completed steps rendered in View mode using the the Continue button, skips completed steps such as and anonymous Email. Configured document actions are not re-executed in View mode.
Let's consider the example of a new Employee On Boarding workflow, configured with the navigation toolbar. The first 4 steps in this workflow are referred to as a screenflow since they are all completed by the new employee. The screenflow in this example, consists of an Employee Information, W -4 Allowances, Education, Summary and Confirmation forms. New employee, Tom, realizes when he gets to the Confirmation step(4) that he needs to make a correction on the Allowances step (2).
Tom clicks the Allowance step in the navigation toolbar or the details button on the Summary step and is able to edit the data to make his correction. Tom clicks the Continue button to return to the confirmation step, signs the confirmation form then sends the workflow to his manager.
Before manager Jerry approves the workflow, he wants to review the previously completed steps to ensure all is in order. Jerry clicks on the Employee step of the navigation toolbar and is able to review the information but he will not be able to edit it.
Clicking the Continue button displays the subsequent tasks in View mode and eventually brings him back to the Manager Approval step where he can approve or reject the task.