Reapproval rules for form approvals

You can link forms to approvals in the workflow to send completed forms for approval. After the user completes a form task, the next task in the workflow can include approving the form.

When you add a form to an approval task, the following reapproval options are automatically selected.

• In the Start Approval Dialog, the Disposition on all approval items check box is automatically selected. This option makes users consider the approval items as a group. When this option is selected, approvers must evaluate each approval item and click Post Complete Response. The user cannot change this option for approvals with linked forms.
• The repproval rule If approval is edited/resubmitted, approval is processed through all review steps is selected automatically and disabled. Approvals with linked forms must use this reapproval rule.

Based on these automatic selections, the reapproval cycle for an approval process includes the following stages.

• After the requester submits the approval process, any forms linked to the approval process lock.
• The approver rules on each item in the approval process and clicks Post Complete Response. If the approver rejected any of the approval items, the approval process is placed On Hold and resubmitted to the requester.
• While the approval process is On Hold, the forms linked to the approval unlock so the requester can make changes. The forms unlock even if the approver rejected another linked item and approved the forms. In this case, the status of a linked form task changes from Finished to Active.
• After the requester makes changes, they resubmit the approval. The forms lock.
• The approver receives the modified approval items and rules on them. To approve the modified approval process, the approver must mark the original approval process Approved and then click Post Complete Response.
• Post Complete Response finishes the approval process.