Completing a Workflow Step on the App

If you're assigned a step in a workflow, you’ll receive a notification and see the form listed under the Assigned workflow actions tab. This tab will display the form's current status and outline any actions required from you. You’ll also be able to review any media and attachments included in the workflow steps.

If you're the only person assigned to a workflow step, the form will appear as checked out to you—regardless of whether you're online or offline. If the form is checked out by another user, you can still open and review it but be aware that any changes they're making won’t be visible until the form is submitted and checked back in.

To check out a form, click on it, then select Check Out.

You can undo a checkout by performing the same action and selecting Undo Check Out. Any changes you made to the form are saved locally on your device only and are not visible to other users. To make changes available to others, the form must be submitted. When you undo a checkout, the form becomes available for other users to check out.

When a form is checked out and you select View Form, you can make changes to the form. If a form is not checked out and you select View Form, you cannot make changes to the form.

Once you’ve completed your review, you can enter an optional comment and select the appropriate action to proceed.

You may need to select the next users to send the form to. The fields will prompt you for what you need to select – a Team, Team Lead or Secondary Lead or a user. When you click the lookup, you’ll need to search for the name of the selection. Type the first few letters of the name and the user or team will be shown:

Click Submit and the form will either go back to your Assigned workflow actions tab and wait for all other assigned users to take an action; or if you are the only person needed for the action or the last person to take action, the form will be removed from your device and go the next step.