Auto Complete Assigned Form

Last Updated: 07/25/2018 Introduced in Version: 3.2

This tutorial demonstrates how to use Auto Complete configurations for the Assigned Forms. With Auto Complete setting, we have the option to configure a Time Span for the Assignment. When the specified Time Span has passed, the Auto Complete Flow triggers, and the Assignment completes with designed outcomes.

 

Example:

We begin in the Designer Folder and select 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 the Show Form step from the Favorite Steps category. Next, we Name the Form (Assigned Form) and click Create to proceed to the Form Designer.

 

 

Our Form, in this example, is 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 the Assignment Type from InSession to Assigned under Assignment Setup.

 

 

Each assigned Form has to have at least one assignee. We select  Assignment Type to define assignee’s for this Form. After the assignee has been selected,  Name the Assignment and Name the Assignment Action  This can be done by choosing Constant and entering a given name or select from the options given when clicking next to Assignment name and Assignment Action. Select save and close the Assignment window.

 

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

 

Now, we should be able to see the Auto Complete configurations. Under 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 the Auto Complete process. Under Check Time Span, we can define a time span after which our Auto Complete Flow will be triggered.

 

Select Add New  under Scenarios 

 

 

Now name the outcome path and define the parameters for this Outcome Path by selecting Add New.

 

Next, we configure the 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 the Edit to edit Auto Complete Flow.

 

 

Mention, that the Auto Complete Flow has as many 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.

 

This completes our Flow. We can click Debug Flow link on the Top Panel of the Flow Designer to test the Flow.

 

 

Our Form is Assigned and we click No to reject filling the Form in.

 

After 20 seconds our Assigned Form is Auto Completed.

 

Then, we change Time Span for Auto Complete for longer time. And, test the Flow again.

 

 

When Form is assigned, we click No.

 

If we go to the assignment before it auto completes…

 

…we should be able to see our Assigned Form.

 

Additional Resources