If a user with edit rights to a Folio (such as Person Responsible or an approver) submitted through the public link finds an issue with the information provided, they are able to send the Folio back to the person who submitted it, and have them amend the form and resubmit. Note: This requires the submitter to have provided an email address when submitting, if not then this feature is unavailable.
To do this first navigate to the form that was submitted:
Then under the ellipsis on the Details screen for that Folio there will be an option called Send Back to Submitter:
After clicking on this button a popup will appear prompting you to enter the reason that you are sending the form back. You will also be informed that if this Folio is in a later stage then it will be moved back to the first stage as part of this process. This means that it will need to be moved through the approvals workflow again to get back to it's current stage. If the Folio is still in the first stage then this will not be an issue. Fill the reason in then select Next:
You will then be shown a preview of the email that will be sent to the submitter. When you are ready to send the email click Confirm:
After sending the form back to the submitter the folio will be placed in a Read Only state:
This means that the only way that the folio can be amended is through the link provided in the email that was sent to the submitter:
If you would like to amend the form yourself you can access the link by hovering over the Sent Back to Submitter status:
Note that once amendments are submitted using the url, either by you or the submitter, the submitter access will be cancelled and the Folio will be resubmitted for approval.
If you want to cancel submitter access early this can be done with the Cancel Submitter Access button on the right side of the page:
When the submitter access is cancelled either through the button or through amendments being submitted the Folio will no longer be in Read Only mode.