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Form Statuses and Actions

Form Status​

  • P - Pending: these forms have been submitted or resubmitted or are somewhere along their approval path
  • R - Recycled: these forms have been recycled back to the initiator, who can update-and-resubmit, or withdraw
  • A - Authorized: these forms are fully approved, but may have some post approval steps pending such as component interfaces. This status is temporary and should update automatically to Executed.
  • E - Executed these forms have been fully approved AND have successfully completed any post approval steps, such as component interfaces. if a component gets updated by this form, the component has been updated with the data from this form.
  • I - In Error: these forms are in error status. The Integration Broker should be checked to see why it went into error.
  • H - On Hold: these forms were put on hold by the last approver working on it, as they were not yet ready to approve, deny, submit, etc.
  • D - Denied: these forms were denied by an approver – they can no longer be worked
  • W - Withdrawn: these forms were Withdrawn by the initiator - they can no longer be worked
  • L - Saved: these forms were started and saved by the initiator for future use
  • S - Signed: a special form status used for I-9

Final Statuses​

The following statuses are considered final statuses. Attempting to make changes to the form after it reaches one of these statuses could result in unexpected behavior.

  • Authorized/Executed
  • Denied
  • Withdrawn

Form Action​

  • L - Save – form updates to Saved status
  • S - Submit – status depends on the number of approvals in the workflow. For 1 or more approvals, form updates to Pending status and advances to the first approver. For zero approvals, form updates to Authorized status.
  • T - Resubmit – form updates to Pending status and the workflow starts overs at the first approval
  • W - Withdraw – form updates to Withdrawn status
  • P - Approve – status depends on the number of approvals in the workflow. For 2 or more approvals, the form will move to a Partially Approved status until the last final approval, and after the final approval, will update to Authorized status. For only 1 approval, the form will update directly to Authorized.
  • D - Deny – form updates to Denied status
  • R - Recycle – form updates to Recycled and returns to the initiator for resubmission or withdrawal
  • H - Hold – form updates to On Hold status

Form Action Availability​

Available Form Actions depend on the operator and current form status. This is the delivered default, but the buttons and actions available can be customized with the code hook.

As the pending approver in Evaluate mode:

  • Approve
  • Deny
  • Recycle
  • Hold

As the form initiator in Add mode:

  • Submit
  • Save (only when Update task is added)

As the initiator in Update mode accessing a saved form:

  • Submit
  • Withdraw
  • Save

As the initiator in Update mode accessing a form in a Pending status:

  • Resubmit
  • Withdraw

Other Form Actions​

Other form actions may be available to some users, depending on the conditions outlined below:

  • Search – returns the user to the search page, only if configured for Add mode
  • Next – available on forms with 2 or more pages, advances the user to the next page if no fields are required or required fields are completed
  • Previous – available on forms with 2 or more pages, returns the user to the previous page
  • Print – appears on forms where Reports have been configured