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The following table summarizes the actions that you can take on a revision of a form or standard form. The current document state and your security role determine which actions are available to you at any given moment.
While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
| From a form or standard form, you can… | Preconditions | New state |
|---|---|---|
|
Accept the revision of the form or standard form |
No preconditions, however Proliance will cancel any other form or standard form in the series that was previously accepted While an accepted standard form is linked to a standard plan, you cannot manually change the standard form's state. |
Accepted |
|
Cancel Cancel the revision of the form or standard form |
(none) |
Canceled |
|
Reject Reject the revision of the form or standard form |
(none)
|
Rejected |
|
Reset to Draft Reset the revision of the form or standard form to the Draft state |
Form or standard form revision must not already be in Draft state |
Draft |
|
Start Review Start the review process |
(none) |
In Review
|
|
Submit Submit a new revision for approval before review begins |
(none) |
Submitted |