SP 2010 - Clear form button on edit form

I have a library where people submit documents for review.  They manually run a workflow that notifies the appropriate reviewers that a document is waiting for their review.  The reviewer will suggest changes/updates.  The submitter will address the suggestions and then needs to re-submit for approval.  I would like to run a second manual workflow on the edit form that notifies the reviewers that the changes/updates were made.  However, all the old information including the approval status and and approval date (which trigger the workflow) cannot be removed from the edit form.  I'd like a "Clear Form" button so that the second workflow can run.  In Developer I insert a Control - Form Action Button - and add the "Refresh" item from the Actiopns List.  It does not refresh the form.

Can this be achieved without InfoPath or VisualStudio?

August 18th, 2014 1:16pm

Hi Rhonda,

As I understand, you would like to configure a second workflow to notify reviewers to review content after content is updated.

You could add checkbox column named need review again to this library, and make the default value to be NO. Then create a workflow to start automatically when items are changed, add condition: if field value is YES, then start an approval process.

Now, if users update the document then he could click the checkbox column, then the second workflow will start automatically.

Regards,

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August 19th, 2014 6:09am

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