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Role-specific form view

Consider using different views for each role (e.g. Originator, Manager, Approver, etc.) in a form workflow so users will see only what they need to complete their task(s) in the form. You can also restrict what a user can do based on their role in the workflow.

For example, you might require approval before something can be uploaded to SAP. In this case, only the user with a role that comes after the approval task in the work flow will have the ability to upload data to SAP.

Benefits

  • Streamlines form workflows by restricting participants to only the tasks required of them.
  • Improves overall efficiency and reduces the time required for each participant to process the form.
  • Improves user-friendliness of the form.