Action Panel

Yeeflow team
Yeeflow team
  • Updated

The Action Panel control for Approval forms allows users to submit or save draft of a new request on the submission form, and take response on the task forms like approve, reject or complete tasks etc.

 

Action panel on Submission form: Includes 2 buttons: the save as draft and submit buttons which allow users to save the form contents as draft or submit the requests.

Action panel on Task forms: Depends on the settings of the related Assignment Task node on the workflow designer, the action panel will show the Approve/Reject buttons when the assignment task node is set as approval task, or show the Complete button when the assignment task node is set as complete task. It might also include the forward/add assignee buttons if the assignment task node make those options available.

 

Action_Panel_Overview.jpg

 

Add Action Panel to the page

Firstly, find the Action Panel control in the controls add panel,. Then, drag and drop it into a section or container on your page.

Action_Panel_Add.jpg

 

Basic of the Action panel on Submission form

Open the Content > Basic block:

Align: Set the alignment of "Save as draft" and "Submit" buttons. Can be LeftCenter or Right.

Action_Panel_Align.jpg

Dynamic Display Rules:  When you set a dynamic display rules, It behaves differently based on specific conditions and rules. Learn how to create dynamic display rules for a control.

 

Action_Panel_Basic.jpg

 

Basic of the Action panel on Task form

Open the Content > Basic block:

Execute form validation: For approval task form, if you need to execute the data validation (including mandatory checks and custom rules) even when the task owner reject the task, you can turn this option ON. 

Dynamic Display Rules:  When you set a dynamic display rules, It behaves differently based on specific conditions and rules. Learn how to create dynamic display rules for a control.

 

Action_Panel_Task_Basic.jpg

 

Advanced Settings

Set the Advanced options that are applicable to this control.

 

 

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