Configure Parallel Approvals for eForms

To configure the parallel approvals for an eForm, do the procedure in this topic.

Figure: Parallel Tasks screen

Parallel Tasks screen

Examples

Good to Know

How to Start

  1. On the App Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the eForms tab.

        Open eForm tab
      2. On the eForms tab, drag the Parallel Tasks activity onto your process.

        Drag Parallel Task eForms
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Parallel Tasks screen, click Participants.

Procedure

  1. On the Parallel Tasks screen, in the Parallel Tasks field, enter the user to whom the task is Assigned. You can specify only one user name in the Parallel Tasks field. You cannot specify more than one participant, such as a group of users, or a user role for the task at a time. However, you can add more than one instance of the task, each with a different participant assigned.
  2. In the eForms field, enter the name of the eForm task that shows in a participant's task list.