Bypass Workflow Option for Admins

• Workflow Settings
• Document List View

The Bypass Workflow option is a time-saving feature for app administrators who need to move documents through workflows more quickly. Rather than manually advancing each workflow step, admins can now bypass the entire workflow with a single action. 

Workflow Settings

App designers can now enable a setting that allows app admins to bypass the workflow entirely. In the Workflow Settings, you’ll see a new option titled Allow app admins to bypass workflow.

Once enabled, additional options will appear to app admins in the Document List view.

Document List View

When a document has the status of In Progress or Draft, and the bypass feature has been enabled in Workflow Settings, an admin can open the document from the Document List and take the Bypass Workflow action.

Note: The option to bypass the workflow is only available within the document list. If you are the admin and the creator of the document, you must first submit the document into the workflow before you will see the option to bypass the workflow.

• To use the Bypass Workflow option, select the document you would like to advance by clicking on the menu () next to the Edit button, and selecting Bypass Workflow.

• Once the Bypass Workflow option has been selected, a warning message will appear to confirm the action, requiring a comment and providing reminders that:
  • All remaining steps within the workflow will be skipped.
  • Any integrations within the workflow that occur after the bypass will not trigger.
  • Any notifications that occur after the bypass will not be sent.
  • The document will move to the status of Complete. 

Note: Bypassing the workflow is an irreversible option. Once the document has moved to the Complete status, it can not be sent back into the workflow.  Also, the bypass action cannot be taken if there are blank required fields - those will need to be completed via an edit first before the bypass action can be taken.

Once the bypass has been completed, you will need to refresh the page or return to the document list to see the change in the status or see the workflow history. The workflow history will only contain steps that have already been completed, up to the step where the bypass workflow option takes place. Steps after the bypass workflow option occurs will not show within the workflow status.