Auto Complete Assigned Form

Last Updated: 07/15/2016 Introduced in Verision: 3.2

This tutorial demonstrates how to use Auto Complete configurations for the Assigned Forms. With Auto Complete setting we can configure Time Span for the Assignment after which Auto Complete Flow triggers and completes Assignment with designed outcomes.

Example:

We begin in the Designer Folder with clicking Create Flow on the Folder Actions Panel.

Then, we Name the flow and click Create to proceed to the Flow Designer.

In the Flow Designer we add Show Form step from the Favorite Steps category.

Next, we Name the Form and click Create to proceed to the Form Designer.

Our Form for this example designed with a Label and two Buttons. When finished, we can save and close Form Designer to return back to the Flow Designer.

In the Flow Designer we connect both outcomes from our Form step to the End Step in our Flow.

Then, we select Form Step on the workspace and change Assignment Type from InSession to Assigned in the Assignment Setup.

Each assigned Form has to have at least one assignee. We click [edit] Assignment to define assignees for this Form.

In the resulting Assignment window we locate Assign to Groups in the Assign section and click Add New link. Then, we pick All Users group and click Ok. Click Done to save and close Assignment window.

Next, we locate Auto Complete section in Form Step configurations, and check Auto Complete check-box.

Now, we should be able to see Auto Complete configurations. In Scenarios [Additional Outcomes for AutoComplete]: we can Add New outcome Path for the Assignment to be automatically completed. In the Auto Complete Flow settings we can Add, Create or Edit the Flow that will handle Auto-complete process. In the Check Time Span we can define time after which our Auto Complete Flow will be triggered.

If we Add New Scenario for the Auto Complete…

We should be able to define parameters for this Outcome Path…

Next, we configure Time Span to be 20 seconds. This means that if our Assignment is not Completed in 20 seconds – it will be auto-completed with our Auto-complete Flow.

Then, we click pencil icon to edit Auto Complete Flow.

Mention, that Auto Complete Flow has as much End Steps as we have outcomes from the Assigned Form. In this Flow we can implement any logic to handle auto complete process for our Assignment.

For the simplicity of our example we connect Start Step in Auto Complete Flow to the No End Step. Then, we can save the Flow and close Auto Complete Flow Editor.