Approval Comment
Introduction
Feature(s)
An approval comment refers to the comment made by an approver during an approval process. There are two ways to add an approval comment:
- Text
- Signature
Application Scenario(s)
- Text: a common way to add an approval comment
- Signature: a formal way to add an approval comment
Note:
Currently, the signature is not legally valid.
Preview
Setting Procedure
Where to Set
Take Vehicle Application as an example.
Click Edit to edit the form.
Click Workflow, select the node where an approval comment should be added, and go to Node Properties > Advanced > Approval Comment to make the settings.
Text
Click Edit, and then switch the toggle button in the upper right corner to enable or disable the Text function. You can also set Validation and Display Content. If you tick Required, the approver must add an approval comment before submitting the workflow.
Display Content includes:
- Input Box: a text box where an approver can add a text comment
- Quick Approval: options for an approver to quickly submit an approval comment, making the approval process smoother. There are two default options which you can modify, and you can also add new options. A maximum of four options can be added and 50 characters can be entered for each option.
Click Complete after finishing all the settings.
If you tick Input Box, the approver can upload attachments in the approval process.
Note:
1. The uploaded attachments will consume the package of File Uploads.
2. You can send up to ten attachments each time, and each attachment should be no more than 20 MB. For one single approval comment, upload no more than ten attachments.
Signature
An approver can upload a handwritten signature using electronic signing. There are two setting items for Signature: Disable and Required.
- Disable: The handwritten signature button is not available for the approver.
- Required: The approver can view the button and must upload a handwritten signature before submitting the workflow.
If you have uploaded a signature, it can be saved and used next time.
You can tick Required to view this function.
Note:
If an app in your mobile phone supports QR code scanning and writing, you can use it to upload a handwritten signature.
Click Save after finishing all the settings and return to the last page.
Demonstration
Submit a record with the vehicle application form.
1. On PC
Click My Tasks to check the submitted workflow, and then click it to view the approval comment you set.
The approval comment includes the text and signature. For the latter, you have to sign the signature on mobile by scanning the QR code.
A signature can be written horizontally or vertically. You can tap to switch the writing mode.
Tick Save the signature for the next time, and you can use the signature next time.
In Processed, click the reviewed workflow to see the approval comment.
2. On Mobile
If you approve the workflow on mobile, click My Tasks, the submitted workflow, and Add Signature to upload a signature.
Click Updates to view all the approval comments so far.
Rules
1. The approval comment box has three states.
- Disabled: The approval comment box will not be displayed.
- Enabled (Optional): If you do not tick Required, the approval comment box will be displayed, and box filling is optional.
- Enabled (Required): The approval comment box will be displayed, and you must fill it in.
2. In submitting, returning, or ending the process, tick Required, and the system will validate whether you have filled in the approval comment box or not. You cannot proceed without filling in the box. If you click Stash, the system will skip the validation.
3. In submitting, returning, or ending the process, you can view the approver, the node name, the created time, and the comment in the approval comment. If you have added an approval comment and clicked Stash, the comment will be invisible to others.
4. If you have added an approval comment and clicked Stash, you need to add the comments again next time when you process the stashed records.