Workflow-based form operations
Forms that are assigned to steps of a workflow policy can have any of the following buttons on the toolbar. Different buttons can appear at different steps of the business process.
- Submit Submits the data on your form to an external data source.
- PDF Generates a PDF version of the form. You can print the PDF file from Acrobat Reader.
- Help Displays a help message for the form.
- Save Saves the filled out form to an object store in Workplace. It does not launch the workflow or complete the task.
- Launch Saves the form data, launches the workflow, and moves the form to the first step in the workflow. The workflow task(s) can then be found in the user's Inbox or in a public queue.
- Attachments View and edit attachments.
- Workflow Groups Modify users/groups assigned to workflow groups.
- Complete Completes the task and moves the work item to the next step.
- Move to Inbox Moves the task from the public queue to the Inbox.
- Return To Sender Returns the work item to the previous workflow participant. Also, returns a work item to the public queue after you have moved it from the public queue to your Inbox.
- Reassign Assigns the task to a different user.
- Exit Cancels the task and does not save edits. The workflow does not launch and the work item remains incomplete.
NOTE Buttons can appear with a name that is different than the default name. For example, the Submit or Launch button could be renamed Submit Expense Report.
For information about how to launch a workflow see Manually Launch a Workflow.
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