By configuring auto-submit rules, you can intelligently eliminate duplicate approvals and improve overall efficiency.
Rules can be set at the node level, allowing you to specify which nodes support auto-submission. This makes it possible to combine both auto-submit and manual approval within the same workflow, depending on your business needs.
In many organizations, it is common for one person to hold multiple roles.
For example, a user may be both a department manager and a supervisor. In such cases, the same person may be responsible for multiple steps in a single workflow and may need to approve the same data repeatedly. This increases workload and reduces efficiency.
For nodes that can be skipped, enabling auto-submit helps streamline the process and improve productivity.
What Does It Look Like?
After submitting the workflow, those workflow nodes that need to be approved will be submitted automatically.
Prerequisite
This is a paid feature. For details, contact our Sales Team.
How to Set the Workflow Auto-submit?
Step 1 Configuring the Setting
Go to Workflow > Workflow Properties > Auto-submit Rule.
Step 2 Configuring the 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. |
|
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. | —— |
1.Select an auto-submit rule.
2.When the rule is set to Approver is the same as the previous or Approver has processed the workflow, configure the nodes that allow auto-submission under Auto-submission nodes. By default, all nodes are selected. You can deselect any nodes that should not support auto-submission as needed. After configuring, click Save to apply the settings.
Notes:
Auto-submit is not supported for start nodes, child workflow, plugins, or CC nodes.
Newly added workflow nodes support auto-submit by default. If not needed, you must manually deselect them under Auto-submission nodes.
Example
This section demonstrates how to configure the Approver has processed the workflow rule. Select a workflow form and click edit.
Go to Workflow >> Workflow Properties, and set the auto-submit rule to Approver has processed the workflow. Enable auto-submission for all nodes.
The approver of each node is set to the workflow initiator. Therefore, when the rule Approver has processed the workflow is applied, the workflow will be automatically submitted after initiation, and no manual approval is required.
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.A single workflow record supports up to 50 auto-submissions (shared with the limit for auto-submit when no approver is found).
2.Auto-submit will not be triggered in the following scenarios:
The workflow is returned, reassigned, or withdrawn to the current node via other nodes.
The workflow is transferred to another approver at the current node.
An administrator manually activates the workflow to the current node.
3. 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.
4. If a node meets the auto-submit conditions, but its next node is a plugin node or a child workflow, auto-submit will not be executed. For example:
Auto-submit Rules | Example |
Approver is the same as the previous | In Start Node → Approval Node 1 → Approval Node 2 → Plugin Node → End Node, even if Node 1 and Node 2 have the same approver, Node 2 will not be auto-submitted. |
Approver has processed the workflow | In Start Node → Approval Node 1 → Approval Node 2 → Approval Node 3 → Plugin Node → End Node, even if the same approver handled Node 1, Node 3 will not be auto-submitted. |
5.Approvers of sub-process nodes and plugin nodes are not involved in (or may be empty for) auto-submit rule evaluation. Therefore, their subsequent nodes cannot be auto-submitted.
6.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, default value and Automation Pro.
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