Advice and answers from the Script Team

Search results for:add steps

Adding Steps Needing Review

Add the ability to review previously completed steps to current workflow steps… Steps that can be reviewed are: form steps, file upload steps, and approval steps… Continue this process for any other workflow steps to which you'd like to add steps needing review

Single Step vs. Multi-Step Forms

Learn how to use form steps… Navigate to the paper or digital form that you would like to add additional form steps to… Keep reading if you need to create multiple steps for this form. Click Add Step

Using Steps Needing Review

When completing a step that has this setting turned on, you are able to view and edit previous step submissions that might help you complete your current step… You will only be able to review form steps, file upload steps, and approval steps… Notification steps, conditional branches, and file transfer steps are not able to be reviewed since there

Identifying a Process Bottleneck

Pending Steps By Assignee On the workflow's Dashboard, use Pending Steps By Assignee on the right side… Examples: If it is common that users stop at a file upload step, you can add specific step instructions… If one completer has a backlog of submissions that are currently assigned to them, add a completer group

Building a Milestone Step

Milestone steps allow you to track the progress of submissions according to specific markers placed within the workflow… start button that you can click on to add a milestone step… of your existing steps

Reset and Reassign a Step

Reset a submission to a specific step and change who it is assigned to… Sometimes a submission needs to be reset to a previous step in the workflow for one reason or another, and there are times when a previously assigned completer is unable to complete a step. All submissions are eligible to be reset and reassigned as needed… in the submission, clicking Submit will re-initiate the rest of the workflow so that all subsequent steps

Building a Hold Step

Hold steps allow you to pause progress on a submission for a given length of time… To add a hold step to a workflow, navigate to your Workflow page… start button that you can click on to add a hold step

Building an Approval Step

Approval steps are a great way to review a submission within the workflow while having the option to request changes, deny the submission, or approve it… start button that you can click on to add an approval step… of your existing steps

Building a Notification Step

Notification steps are a great way to automate customized messages and provide copies of work completed in the workflow to stakeholders… start button that you can click on to add a notification step… of your existing steps

Building a Form Step

Form steps allow you to collect data from completers using a previously created digital or paper form… start button that you can click on to add a form step… of your existing steps