Using Interact

When you first log onto Interact, a list of all of the Interact forms that you have been given access to displays.

These can be grouped via the categories that were defined on the Roles and permissions page in Hub by selecting a category from the search bar.

Similarly, if you know the name of the form, you can start typing the name of a form in the search field to locate it.

Finally, you can sort the order that the forms are displayed in by selecting a display order using the Order By field:

Submit a form

  1. Click on the required form.

    Information about the form appears below your selected form.

  2. Click Select to display the form.

  3. Complete the form and if there is more than one page, click Next to display the next page. Otherwise click Submit.

  4. Once all pages of the form are complete click Submit.

    Once the Form has been submitted you are returned to the main Interact screen.

  5. Select the History tab to see all submitted forms.

    If a field was identified using the Make Key Field option when the form was created, this will appear in the Key Value column. The submitted request appears in the Submission history section of the History tab.

    If the submitted request needs approving before submission, it will be added to the Awaiting Approval section of the History tab and the approver will be notified.

    If the form is:

    • Approved – The form is added to the Submission history section of the History tab showing the Status as Approved. A notification is received showing that the submission was approved, which can be viewed by clicking the bell icon.

    • Declined – The form is returned to you as the submitter and is added to the Submission history section of the History tab showing the Status as Declined. A notification is received showing the reason for the decline, which can be viewed by clicking the bell icon.

      Regardless of the status, if you click the ellipsis (...) next to the form, you have three options available:

      • View – View the form and the entered information.
      • Clone – This clones the form and allows you to make any changes and then submit it again.
      • Archive – Moves the form to the Archive folder without resubmitting it.

Approve a form

When forms are submitted for your approval, a notification is received with the approval information, which can be viewed by clicking the bell icon. A flag also displays next to the My Work tab and the Approvals section on the underlying menu.

  1. To view the forms that have require your approval, click My Work and then click Approvals.
  2. To approve or decline an individual form:

    1. Click the ellipsis (...) to open the approvals menu for the required form.

    2. Click the required option:

      • View – View the form and the entered information.
      • Approve – Approving the request allows the request to be submitted to the queue or email as detailed when the form was created.
      • Decline – The request is not submitted to a queue or email. If you decline the form, you are prompted to enter a reason and the form is then returned to the submitter for action.

  3. To approve or decline multiple forms:

    You should ensure you have reviewed each forms details before you carry out a mass approve.

    1. Select the check box at the start of the row for the forms you want to approve.

    2. Click Mass approve, or Mass decline depending on the action you want to take.

      A message displays asking you to confirm.

    3. Click Yes.

Save as draft

If you only have some of the information required to complete a form, you can complete the fields you have the information for and then select Save as draft to preserve the partially completed form.

The information is stored under the My Work tab in the Drafts section.

Once you have the missing information, you can complete the form and then submit the request for processing.

Saving a draft enables you to capture the information you have at that time and then, at a later date, open the draft, complete the submission, and submit, or delete the draft if it is no longer required.

Updating submissions

The updating of submissions, with information being fed back from Blue Prism, is a dynamic process. You can look at the form as the process is running in Blue Prism and as the information is updated by the process the form is automatically updated. The whole mechanism of updating submissions and setting submissions to a different state, such as moving to the Inbox, is detailed in the Interact Web API Service User Guide.