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How do I edit an item that's been submitted to the next state?

If you've submitted an item and you'd like to make changes to it, you'll need to send it back to a previous state in the workflow. An item can be edited either by the app owner or by the current participant in the state it's in. So, for example, if you've submitted your OKRs to your manager to approve but now you want to make a change, your manager will need to change the OKRs state because they are the current participant.

To edit an item's state:

  • Open the item you want to edit.
  • Click the Edit menu in the top lefthand corner.

find review

selected review

edit

  • Then select the Item state setting, and choose which state to send this form to from the drop-down list.
  • Click Save changes to update your state.

review state

  • Finally, if you want to also change the item's status flag, click the Item status menu.
  • Select your status flag from the drop-down list.
  • Click Save changes to update.

status flag

Now click Form in the top lefthand corner and you'll return to the item in progress, with its newly updated state and status flag.


Did this answer your question? If not please email support@peoplegoal.com or check out the rest of the Support Center and we'll be happy to help.

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