The Submit Form Step is a feature in Yeeflow that allows users to handle submitted form data within a workflow. It enables users to perform actions such as submitting forms, approving tasks, or adding task assignees. This step is crucial for automating workflows, and ensuring effective information flow and processing.
Note: The Submit Form Step can only be used in List Forms, Approval Forms, and Public Forms. This step type option is not available in Dashboards.
When to Use Submit Form Step
Submit Form Step is typically used when there is a need for user input and submission to drive subsequent workflow actions. Suitable use cases include:
Collecting user feedback or application forms
Approving requests, such as leave applications or expense reimbursements
Forwarding tasks to other team members
Use Cases
In practice, Submit Form Step can play a vital role in the following scenarios:
Task Approval Processes: Use Submit Form Step to gather approval information in workflows that require an approval step.
Information Collection: For example, collecting survey responses or customer feedback forms.
Task Assignment: Assign specific tasks to team members while collecting relevant information.
Configure Submit Form Step
1. Execution Condition
The Execution Condition is used to set the conditions under which this step will execute, ensuring that the Submit Form Step is triggered only when specific criteria are met.
You can also check the option Continue next step when condition is not met, which allows the workflow to proceed even if the specified execution conditions are not satisfied.
Learn more about the Execution Condition of actions.
2. Submit Type - Approval form
When configuring the Submit Form Step in Approval forms, there are five Submit Types to choose from:
2.1 Form Submit / Task Approve / Task Complete
Options:
Configure Task Settings for non-Task Panel event triggering.
Click the icon next to Task Comment to open the expression editor for further configuration.
2.2 Save Changes
Options:
You can select Ignore Form Validation to bypass any validation rules.
You may also check Close this Form After Submitted to automatically close the form once submitted.
2.3 Reject
Options:
You can select Ignore Form Validation to bypass any validation rules.
Configure Task Settings for non-Task Panel event triggering.
Click the icon next to Task Comment to open the expression editor for further configuration.
2.4 Task Forward
Options:
You can select Disable Default Email Notification to prevent automatic email alerts.
Configure Task Settings for non-Task Panel event triggering.
Click the icons next to Forward To and Remark to open the expression editor for further configuration.
2.5 Add Task Assignee
Options:
You can select Disable Default Email Notification to prevent automatic email alerts.
Configure Task Settings for non-Task Panel event triggering.
Click the icons next to Assignee and Remark to open the expression editor for further configuration.
3. Submit Type - List form
When configuring the Submit Form Step in List forms, there are four Submit Types to choose from:
3.1 Form Submit
This type allows users to submit the form with all current data entries, saving it to the system.
3.2 Save Changes
Options:
Ignore Form Validation: You can select this option to bypass any validation rules on the form.
Close this Form After Submitted: Select this option to automatically close the form after the changes are saved.
3.3 Cancel Changes
Options:
Close this Form After Submitted: Select this option to automatically close the form upon cancellation, discarding any unsaved changes.
3.4 Delete this Item
Options:
Show Confirm Dialog Before Deletion: Check this option to display a confirmation dialog to the user before proceeding with item deletion.
Note: In a Public Form, when configuring the submit form step, there is no explicit “Submit Type” like in List Forms or Approval Forms.
Following this detailed guide should help you effectively utilize the Submit Form Step in your workflows, ensuring a seamless experience for both users and administrators.