What are the different actions I can take while I'm completing a submission?

Modified on Mon, 26 Feb 2024 at 03:10 PM

You may have noticed the action buttons on the bottom of a form, but there are a few that can be added or removed. The label on these buttons can be customized so be aware that your action button text may not match exactly with the wording below. 

Available actions:

Submit Button:

Every Droplet form has a Submit button that appears at the bottom in either black or your organization's color. The Submit button advances the form to the next step of the workflow, or into a completed state (if there are no additional workflow steps). All required fields must be completed to submit. If they are incomplete or completed incorrectly, you will receive an error message like the one below

Reject Button (optional):

A red Reject button may appear at the bottom of your form at any step of the workflow after the initial submission.

Reject requires some workflow to be built out to handle the scenario but generally, it allows the user to either end the submission and put it into a rejected state, or route it back to a person in the workflow for revisions. Usually, if the workflow redirects the form back to the original submitter, the button text will say "Send for Revisions" rather than Reject. 

No matter what happens in the workflow upon rejection, a window will open when the person assigned clicks the Reject button that will allow them to explain the reason for their rejection. 

Save Progress Button (optional):

A white Save Progress button can be added to any step of the workflow. Saving allows the submitter to save progress and complete it at a later point in time. Read more about drafts and saving here.

Back and Next Buttons (optional)

We can paginate your form so only one section is displayed to be completed at a time. Pagination may be useful in scenarios such as having different pages for information and the questionnaire. Adding pagination will add Back and Next buttons to the bottom of the form depending on which page the user is currently on. When the user presses the Next button, the form will validate everything entered on that page. If required inputs weren't completed or weren't completed correctly, they will see the same error message as the Submit button error message. 

Please reach out to us with any questions or if you would like assistance setting up actions on your forms.

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