Documentation
Start typing to search…
  1. WORKFLOWS STUDIO
  2. Create Application

App creation config: Enable 'Save as Draft' option

  1. Under a task view associated with an application, a requester or a task assignee can save its changes in draft before form submission.
  2. To enable 'Save as Draft' option for requester/s and Assignee/s for an application, at the time of app creation, the following configuration can be enabled: Enable 'Save as Draft' option for in-progress tasks
  3. Once this configuration is enabled, users will be able to view the 'Save as Draft' option under specific task views.
  4. The save as draft option can be viewed:

    1. While initiating a new request

    2. Under an input or approval task which is assigned to a specific assignee/s

    3. Under dashboard view of My-tasks

  5. At the time of workflow request initiation, if the user saves the details in draft without submission, it is categorised under 'Pending Submissions'. These can be viewed under:

    1. End-user/Employee: Under Pending Submissions section under the web-view

    2. End-user/Employee: View Pending Submission requests while initiating a new request

    3. Admin: 'Pending Submissions' view under Reports on dashboard

      1. An admin/agent who has access to reports can navigate to the Reports section

      2. It can open the detailed view for any of the applications by clicking on a count mentioned against a status

      3. The user can view the pending submissions by clicking on 'Pending Submissions' CTA under three vertical dots next to download report option.

Updated about 2 months ago