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New Feature
a month ago

New Bypass Workflow Option for Admins

The Bypass Workflow option is a time-saving feature for app administrators who need to move documents through workflows more quickly. Rather than manually advancing each workflow step, admins can now bypass the entire workflow with a single action. 

Workflow Settings

App designers can now enable a setting that allows app admins to bypass the workflow entirely. In the Workflow Settings, you’ll see a new option titled Allow app admins to bypass workflow.

Once enabled, additional options will appear to app admins in the Document List view.

Workflow Settings options, with the allow app admins to bypass workflow toggle

Document List View

When a document has the status of In Progress or Draft, and the bypass feature has been enabled in Workflow Settings, an admin can open the document from the Document List and take the Bypass Workflow action.

Platform - Bypass Workflow option in menu

Once the bypass has been completed, you will need to refresh the page or return to the document list to see the change in the status or see the workflow history. The workflow history will only contain steps that have already been completed, up to the step where the bypass workflow option takes place. Steps after the bypass workflow option occurs will not show within the workflow status. 

Platform - Workflow status showing the bypass after it has been completed

More information can be found in the Bypass Workflow Option for Admins article.