Auto Submits and Auto Skips

What are Auto Submits and Auto Skips?

Auto Submits and Auto Skips are relationship-level properties that affect when and whether the following workflow stage is automatically skipped or automatically submitted.

• Auto Submit helps you prevent bottlenecks in the workflow. Automatically submitting a stage can be useful if you are under the clock and need a particular task completed by a particular time.
• Auto Skip is used to skip particular stages.

NOTE: Auto Skip is not shown in the Audit Trail whereas Auto Submit is.

Where are Auto Submit and Auto Skip applied?

Apply Auto Submit or Auto Skip to the relationship preceding the stage you would like to automatically submit or skip.

To set up an Auto Submit:

1. Select the relationship at which you would like to apply an Auto Skip.
2. Click the  Auto submit button in the Workflow Page toolbar.
   • The Auto submit options dialog displays.
     
     
3. Select Auto Submit from the Action Type menu.
   • The Auto submit options dialog refreshes to display the Auto submit type menu.
4. Select the desired auto submit type from the Auto Submit type. Three options are available. Each option is configured in a slightly different way. The Auto submit options dialog refreshes when the desired auto submit type is selected to display the appropriate value fields.
   • Delay: This option lets you delay the time at which a stage automatically submits by a specified amount of time.
     • Use the Specify delay fields to specify the number of Days, Hours, and Minutes after which the form will automatically submit.
   • Set date and time: This option lets you set a specific date and time at which the stage will automatically submit.
     • Use the Specify date and time options to select the specific date and time at which the form will automatically submit.
   • Form field reference: This option lets you determine when a stage will be submitted dependent upon a date picker form field and a specified rule.
     • The Reference field menu populates with any date picker form fields you have used in your previous forms. Select the desired date picker field, then use the (#) days, at (time)options to select the specific number of days and time before or after that date picker date, at which the stage is automatically submitted.
5. Click the Save button to save your changes.

To set up an Auto Skip:

1. Select the relationship at which you would like to apply an Auto Skip.
2. Click the Auto submit button in the Workflow Page toolbar.
   • The Auto submit options dialog displays.
3. Select Auto Submit from the Action Type menu.
4. Click the Save button to save your changes.