Edit Block: Forcing User Revisions and Multi-User Contributions
📄 Edit Block: Forcing Revisions and Enabling Multi-User Contribution
The Edit Block is a workflow step that assigns a submitted form back to someone to revise it—before the form can proceed to the next step. Unlike optional edits or approvals, the Edit Block enforces that changes must be made before the form can move forward.
🔁 What Is the Edit Block?
The Edit Block:
- Assigns the form to someone after submission
- Requires them to make edits and resubmit
- Blocks the workflow from continuing until changes are made
- Works great for multi-user collaboration or office/field handoffs
🛠 How to Use the Edit Block
- Go to Step 3: Workflow
- Drag the Edit Block into the canvas from the sidebar
- Connect a previous block (e.g. Submit or Approval) to the Edit Block’s input node
- Click Select Recipients and choose who will be assigned the edit:
- Form Author
- Roles (e.g., Office Admin, Safety Manager)
- Specific Users
⚠️ This is not the same as the “Allow Edit” option from Step 1 or editable approvals
🧭 What Happens in the Workflow
- The recipient sees the form in their Assigned queue (with status = Editing)
- They must open the form, make changes, and click Submit Edit
- Only then will the workflow continue to the next step
🔍 Edit Block vs. Other Edit Methods
| Method | Description |
|---|---|
| Editable Approval | Approver can optionally make edits before approving |
| Allow Edit (Step 1: Details) | Makes form editable after submission (optional) |
| Edit Block | Forces edit and resubmission before proceeding |
🧠 Use Case Examples
| Scenario | Setup |
|---|---|
| Multi-person Toolbox Talk | Submitter fills base form → Edit block assigns to attendees for initials/signoff |
| Field fills urgent work order → Office completes it | Submitter logs urgent request → Edit block assigns to office team for line item/contract info |
| Safety form rejected → revisions needed | Rejection path leads to Edit Block assigned to form author |
| Multiple contributors | Add multiple Edit Blocks to force sequential user input (e.g., foreman → estimator → PM) |
📌 Tips & Best Practices
- ✅ Use Edit Blocks for structured handoffs (Field → Office)
- 📋 Use state = Editing in Assigned tab to track pending edits
- 🔔 Combine with Notify in App or Send an Email blocks for alerts
🔒 Key Notes
- You can only force edits using an Edit Block—not via permissions alone
- Edits made through this block are tracked in the timeline of the form