Completing an action on a workflow

There are three ways to complete an action:

1. Click on the dropdown button in the 'Workflow status' column:

In action - approve a form that is on a workflow from the Workflow List:

OR

2. Open the workflow by clicking on the workflow in the list and choosing an action from the 'Workflow Options' menu:

 

In action - approve a form that is on a workflow by opening the workflow:

 

OR

3. Going directly to the workflow action via a link in an email notification

Next page: Assigning users to a workflow step