Form Expiration and Auto Resume

Last Updated: 05/03/2018 Introduced in Version: 2.0

The Expiration and Auto Resume form properties allow flows to be suspended, tasked for continuation and automatically resolved with specified flow outcomes.

To define an expiration or auto-resumption delay for a form, in the Flow Designer, go to the Properties panel and, in the Auto Resume section, configure your form’s expiration and auto-resumption settings.

Example

Our example flow will consist of a form with an auto resume delay of 10 seconds, and an auto resume expiration of 20 seconds. If a user opens a form but remains idle for a period of 10 seconds, the form will be assigned to the current user to be completed later. If the resulting form assignment is not handled within another 20 seconds, the time period to auto resume, it will expire, and the flow will be completed along its sole outcome path. This example assumes that our form User Information Form has already been designed.

Navigate to the Folders tree and select a Designer Folder and click the Create Flow button.

 

In the New Flow pop-up, enter a name for the flow and click OK.

 

In the Flow Designer’s startup window, expand the Flows, Rules, Forms and Reports > Forms [Interaction] > [Current Folder] category, and select the “User Information Form” component. Click Add to add it to the workspace.

Connect the outcome paths in the flow.

 

To configure the User Information Form’s expiration and auto-resume functionality, select the User Information Form in the workspace. In the Properties panel, in the Auto Resume section, select the Make Auto Resume checkbox. When this checkbox is selected, additional options display below it.

Under the Make Auto Resume Delay section, find controls for configuring the nature and duration of the delay which will produce an auto-resume save point. When a user opens a form but remains idle for the duration set here, the system creates a message on the user’s My Home page, in this user’s Tasks list. This message serves to remind the user that the form needs completion, and provides a link to resume working on the form from where the user left off.

For our example, in the Make Auto Resume Delay section, in the Mapping Type drop-down list, select Constant.  In the Value section, enter “10” in the Seconds field.

 

Next, set options for the auto resume expiration to determine how the platform will handle this flow when the auto resume period of 20 seconds has expired.

In the Expiration section, click the Auto Resume Expires checkbox. When this checkbox is selected, additional options display below it.

Additionally, a new path appears on the form component in the workspace: Auto Resume Timeout.

For our example, in the Expiration section, in the Mapping Type drop-down list, select Constant. In the Value section, enter “20” in the Seconds field. 

For our example, a user has 20 seconds (the auto resume expiration duration) to complete and submit the form.

In the Expire Type drop-down list, select an option that determines the result when the auto resume duration expires. We’ll leave the default value, FollowOutcomePath, indicating that an expired form will automatically follow the selected outcome path in the flow. 

To set this outcome path, connect the Auto Resume Timeout outcome path to the End Step.

 

 
 

In this case, the flow will end, and the task for form completion will no longer display in the user’s Tasks list.

Now that we’ve completed configuring the flow, save the flow and close the Flow Designer.

To see our auto resume settings in action, click the flow thumbnail, and select Run > Run Flow from its Action menu.

 

After the User Information Form has been idle for 10 seconds, we will receive a notification that the task of completing the User Information Form has been assigned to us.

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The assignment appears in the Tasks list in our My Home folder, and the countdown for the auto resume expiration begins.

We have configured this duration for 20 seconds. To open the form for completion, select the task name, then select Run Form:  User Information Form.

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If we do not complete and submit the form in 20 seconds, our form’s auto resume expiration will expire. Our flow will then follow the Auto Resume Timeout path to the End Step, completing the flow.
When the flow is complete, the task will be removed from the Tasks list.

This completes our demonstration of the Expiration and Auto Resume form properties.

Additional Resources