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Incorrect Form Submission: Cancellation Setting

Allyson Ryan
  • Updated

When an incorrect form is submitted, approvers can reject the incorrect form. By rejecting it, the form will be cancelled, so that the submitter is notified and can easily resubmit the correct form. 

Applicable Roles

  • Administrator
  • HR Team

Pre-requisite(s)

Process Forms: Approvers

Step-by-Step Instructions

To grant permission to approvers to be able to cancel incorrect forms:

  1. Navigate to Process Forms / Form Management
  2. Select the form that needs to be edited by clicking on the magnifying glass

    1. Click on the "Approvers" tab:

  3. If the approver is already configured, click the pencil icon (circled in green) to edit. If you are adding the approver, click "New Form Approver" (circled in orange):

  4. Whether you are editing the approver, or adding a new one - you will see the following window display:

Cancel setting forms2.png

  1. Check the box under "Allow this Approver to [Cancel] the Submission"
    1. If adding a new approver - ensure that the Start and End Approval Levels are filled in 
  2. Click Save
  3. Next, click on the tab "Email Rules" 

  4. Click the pencil icon next to the Employee recipient:

  5. Select the box under "Email on Cancel"
  6. Select the Notification Category and then the "Cancel Notification" Template
  7. Click save:

Cancel setting forms3.PNG

 

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