Auto Complete Assigned Form
  • Updated on 25 Aug 2015
  • 3 minutes to read
  • Print
  • Dark
    Light

Auto Complete Assigned Form

  • Print
  • Dark
    Light

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.
Create-Flow1.jpg

Then, we name the flow and click Create to proceed to the Flow Designer.
Auto-complete-flow.jpg

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.
show-form-step.jpg

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.
Form-12.jpg

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

Then, we select Form Step on the workspace, and change theAssignment Type from InSession to Assigned under Assignment Setup.
1.jpg

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.
2.jpg

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

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.
flow-defualt-settings.jpg

Select Add New under Scenarios 
Add-New.jpg

Now name the outcome path and define the parameters for this Outcome Path by selecting Add New.
assigned-form-not-complete.jpg

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 .
20-seconds.jpg

Then, we click the Edit to edit Auto Complete Flow.
edit-auto-complete.jpg

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 .
16_Change-End-Step.png

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.
16.5_Attach-End-Step.png

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

Our Form is Assigned and we click No to reject filling the Form in.
18_Form-Assigned.png

After 20 seconds our Assigned Form is Auto Completed.
19_Assignment-Complete.png

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

When Form is assigned, we click No .
21_No-To-Popup.png

If we go to the assignment before it auto completes...
22_Run-Form-1.png

...we should be able to see our Assigned Form.
form-approved.jpg

Was this article helpful?