Workflows: Where does the documents attached in a task go

  • Williams_terrywilliams328
    Asked on November 7, 2024 at 11:13 PM

    Is there any more documentation for new functionality for tasks within workflow? I am interested in understanding where the supporting documents attached to a task go and whether the flow report captures the responses for these tasks?

  • Lorevie JotForm Support
    Replied on November 8, 2024 at 2:08 AM

    Hi Terry,

    Thanks for reaching out to Jotform Support. I'll get back to you as soon as I can.

    We appreciate your patience and understanding.

  • Lorevie JotForm Support
    Replied on November 8, 2024 at 2:50 AM

    Hi Terry,

    You can view your completed tasks in the tables and inbox. Let me walk you through this:

    1. First is on the Tables:
      a. Hover your mouse over the submission with Completed status and click on the View button.
      b. Scroll down your mouse to the bottom of the page and click on the View Task button.Workflows: Where does the documents attached in a task go Image 1 Screenshot 60c. From there, you'll be able to view the documents attached, and the other tasks that's been completed.Workflows: Where does the documents attached in a task go Image 2 Screenshot 71
    2. In the inbox:
      a. Click on the View Task button.Workflows: Where does the documents attached in a task go Image 3 Screenshot 82c. Here's the result:Workflows: Where does the documents attached in a task go Image 4 Screenshot 93

    Regarding the report workflow, only on how the flow went will be captured and not the responses from the task. Check out my screenshot below:

    Workflows: Where does the documents attached in a task go Image 5 Screenshot 104To learn more, you can check out our article about Jotform Workflows and How to Create a Task in Jotform Workflows.

    Let us know if you have any other questions.

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