You can set the following advanced options for tasks within the workflow. These options are set to No by default.
- Select Yes or No for the following options.
- Clear Form Reset all forms connected to the workflow and archive the answers. You would typically set this option to No. However, you may want to set this option to Yes if the workflow restarts once it’s completed.
- Quick Complete Allow users to complete the task from the dashboard (for example, using the My Active Tasks widget) instead of opening the file. This option should be set to No for tasks that require users to review a document. However, you may want to set this option to Yes for tasks that can be performed without viewing a document.
- New Form Answers on Reassignment Applicable for only multi-dimensional forms. With this configuration enabled, when a user is assigned to a task that has a multi-dimensional form linked to it, the user is also assigned to the multi-dimensional form, as well.
- Click Save.
