How Do I See Where a Submission is in the Workflow Process (Workflow Status)?

There may be times throughout the workflow process where you want to understand where a document is at in the workflow process.

Note: In order to have the Review/Status toggle option in a document you will need to enable the 'Show Workflow Status on Submissions' option in Workflow Settings.

The below instructions describe how to check the workflow status:

• Navigate to the Documents tab of your app (or from My Documents if it's your document).
• Click on a document to open.
• On the top header, it will show the status and in the menu options you can select Workflow Status:
  
  
• The Workflow Status option will slide in from the side of the screen so that users can view all workflow details while simultaneously reviewing the connected document.  The Workflow Status will allow you to see where the form is at in the workflow process, including comments that were made when the form was approved or denied in a previous step. 
  
  

Note: The Sync Workflow option in Workflow Status allows you to "refresh" the workflow steps. The primary use case is for future workflow steps that might change based on data in the form.

For example, let's say you have a future step assigned to the user in a specific form field. If you update that field from "Bob" to "Susan," it will still say Bob in the workflow status view until either 1) A new workflow action is taken (approval, acknowledge, etc.). or 2) someone pushes the "Sync Workflow" button.

Similarly if you update the Group membership on a given workflow step - you could use the "Sync Workflow" option to pull in the change immediately rather than wait for a workflow action to be taken to refresh the information.  This sync action will update the workflow information displayed in the document for all users - not just your own view.

Please be aware, this 'Sync Workflow' will not pull in workflow changes published in the form after the document was submitted. A document is locked in with the workflow that was published at the time of submission - so even if there are form/workflow updates that are published later that won't impact enroute documents but only newly created documents (or drafts not yet submitted).  More information on that can be found in the 'Publishing Updates' section of the Publishing an App article.

If you are a System or App Administrator, you will also have the ability to take the below admin actions for the given workflow step in Workflow Status:

Skip

You can skip/bypass the current step so it will go to the next step in the workflow. Be aware, the skip action bypasses form validations so if there are required fields for the given step they won't be required to complete before the skip action is taken.  Please update the necessary fields in the form as appropriate before using 'skip'.

Reassign

You can reassign the current step to another user to take action and they'll be notified to take action.

Resend Notification

You can resend the notification to prompt the users again.

View Step

It will take you to the exact step in the workflow of the form as reference.