You can avoid approving an application repeatedly and improve working efficiency through the setting of auto-submit rules.
In an organizational 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.
What Does It Look Like?
After submitting the workflow, those workflow nodes that need to be approved will be submitted automatically.
How to Set the Workflow Auto-submit?
Step 1 Entering the Setting Page
Select a workflow form. Click the settings button and Edit.
Step 2 Configuring the Setting
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:
Rule Name | Detail | Note |
Approver is the same as the previous | If approvers in the current node have processed the workflow in the last node, they do not need to process it again in the current node. The system will submit the workflow automatically. | If the workflow submitter is the approver of the next node, the system will also trigger auto-submit rules. |
Approver has processed the workflow | If approvers have processed workflow in a node of the workflow form, they do not need to process it again in the later nodes. Auto-submit can only take effect in the same workflow branches. |
|
Disable | If the approver needs to approve applications in multiple nodes of the workflow, he/she needs to approve them one by one. | The default rule |
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.
More to Know
1. If the workflow submitter is the approver of the next node, the auto-submit rules will not be triggered, including the Approver being the same as the previous one and the 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 form check (required fields check, required approval comment check/required signature check, and node check) and cannot support trigger formula, linkage, and default value.
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