Workflow Step: Yes / No - including existing form
There is a workflow step whereby you can send a Yes/No step to a workflow recipient and send a completed form along with it. This step can be used when you want someone to be able to review a form but not necessarily make any updates to the form itself.
Example: Employee Request Form
I have a simple employee request form setup in my environment to handle certain employee requests. As part of the approval process, I want a certain employee on my system to be able to see the form responses and then mark whether they approve them or not with a Yes/No approval.
My workflow contains two steps. The first step sends out the form to the employee for completion and the second step sends that completed form to my designated person. I don't require this person to amend the form but I would like to confirm whether they approve the request or not with the Yes No Step.
Once the form is completed by the employee, the recipient on step 2 will receive a read-only link to the form with a separate comment box with Yes/No buttons.
Once the recipient has approved the request. Their comment can be seen on the workflow progress screen.
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