Workflow Auto-submit Rules

Introduction

Functions

You can avoid approving an application repeatedly and improve working efficiency through the setting of auto-submit rules.

Application Scenarios

In enterprise organization structure, it is possible that one person often plays multiple roles.

One person may be both the manager and the director of his/her department. So, this person may become the approver in multiple approval nodes of the whole workflow and approve one record of data repeatedly, which will increase the workload and influence working efficiency.

Preview

After submitting the workflow, those workflow nodes that need to be approved will be submitted automatically.

Plan Description

This is an advanced function that requires the Standard or above plans. For details, see Jodoo Pricing.

Setting Procedure

Where to Set

Select a workflow form. Click the settings button and Edit.

Go to Workflow > Workflow Properties > Auto-submit Rule.

The approver in each node in the workflow has been set as the initiator. When the workflow has set auto-submit rules, members do not need to approve again, because the system will trigger to approve automatically.

Auto-submit Rule

There are 3 kinds of workflow auto-submit rules:

Select Approver has processed the workflow and click Save.

The following conditions do not support auto-submit rules:

1. Back to the current node through other nodes.

2. Direct transfer to the current node through other nodes.

3. The administrator directly activates the process to the current node.

Demonstration

Select the workflow form set right now and submit one record of workflow data.

After you have set the auto-submit rule, the workflow will be submitted automatically according to the rule. You can reduce repeated approvals.

Enter the workflow from My Tasks or Initiated and you can see the workflow has finished. Click the workflow and you can see the submitting way is Auto-submit.

After members have submitted the workflow, all workflow nodes that need to be approved are submitted automatically, which has reduced a lot of repeated work.

Notes

1. If the workflow submitter is the approver of next node, the auto-submit rules will not be triggered, including Approver is same as the previous and Approver has processed the workflow. That is to say, the first approval node will not be submitted automatically, you need to handle it in person.

2. Auto-submit cannot support to form check (required fields check, required approval comment check/required signature check, and node check) and cannot support to trigger formula, linkage, and default value.