What is the Note?
A note refers to the comment made by an approver during an approval process. There are two ways to add a note:
Comments
Signature
What Does It Look Like?
How to Set the Notes?
Take Vehicle Application as an example.
Step 1 Entering the Setting Page
Click Edit to edit the form.
Click Workflow, select the node where an approval comment should be added, and go to Node Properties > Actions > Notes to make the settings.
Step 2 Editing the Comments
Show Title
The show title of Comments can be customized. You can manually enter a show title or click “Restore Default” in the upper-right corner to revert to the default title, as shown in the figure below.
Required Validation
Three types of required validation are supported for node actions such as Submit, Return, Reject, Add Approver, Transfer, and End:
Optional: Comments are optional. Node actions can be performed even if no comments are entered.
Required: Comments must be entered when performing any node action.
Mandatory when specifying actions: Comments are required only when performing specific types of node actions.
Preset Comments
To help approvers submit comments more quickly and improve efficiency, preset default comments and quick fill are supported. Both can contain up to 50 characters, and up to 4 quick fills can be configured.
After completing the configuration, click OK to save the settings.
Notes:
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.
Step 3 Setting the Signature
An approver can upload a handwritten signature using electronic signing. There are two setting items for Signature: Required and Mandatory when specifying actions.
Required: A handwritten signature must be uploaded when performing any node action.
Mandatory when specifying actions: A handwritten signature is required only when performing specific node actions.
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 notes you set.
The notes include the comment and signature. For the latter, you have to sign the signature on mobile by scanning the QR code.
Note:
If an app on your mobile phone supports QR code scanning and writing, you can use it to upload a handwritten signature.
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 notes so far.
When to Use the Notes?
Comment: 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.
Rules
1. When performing Stash or Stash&Print, required validation for comments and handwritten signatures is not enforced.
2.In submitting, returning, or ending the process, you can view the approver, the node name, the created time, and the comment in the note. If you have added a note and clicked Stash, the note will be invisible to others.
3. If you have added a note and clicked Stash, you need to add the notes again next time when you process the stashed records.
4. If Notes are set to Required, you must fill in the note box again for secondary confirmation or additional input. If Notes are not required, the note box will be shown again only when returning, rejecting, adding approver, or transferring the process.
I have finished reading. 🏆
👉I can't wait to USE APPROVAL COMMENT.
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