Advanced Workflow - User Essentials

Data Form – Buttons: Edit Mode, In Workflow

Buttons: Edit Mode (while in Workflow):

If the EC Data Form is in workflow and the user has it opened in Edit mode and the user is a decision maker for the active workflow state, there are usually five action Buttons in its lower portion: • Selecting its [ Reject ] Button either rejects the EC record out of workflow or rejects it back to its previous workflow state. • Selecting its [ Approve ] Button advances the EC record forward within its workflow states. If the current workflow state is its final workflow state, the EC record will be considered complete and approved out of workflow. • Selecting its [ OK ] Button results in the EC record being updated (changes made to its fields are written to the database), and the EC Data Form will be automatically closed. • Selecting its [ Cancel ] Button will cancel any changes to the fields within the EC Data Form since the last time that its [Apply] Button was selected and closes the EC Data Form entirely. • Selecting its [ Apply ] Button results in the EC record being updated (changes made to its fields are written to the database), leaving the EC Data Form displayed

NOTE: Depending on the environment’s options, users may also have access to the [ Add Working Set ] Button while in the very first workflow state.

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