- Here are some of the reasons your forms may not be grouped.
For the forms to be mass routed, they have to be mass launched. If the forms were launched individually, then they cannot be mass routed until they are re-grouped
For example, I mass launched 20 forms, this means, I can mass route that 20 forms, but I individually launched them, I won't be able to mass route them.
Forms were launched using different route maps.
Between launches you edited the route map so some have different steps
You forgot to select a route map in the form template before launching the forms. The template was associated with the default route map (selected 'NO ROUTE MAP' in template) while mass creating forms.
Some forms had manager changes and you have the option to "Insert New Manager As Next Recipient if Not Already" enabled on your form template. This causes a new U step to be added which takes the forms out of the original group
You routed some forms back out of completed or signature. This also adds new steps to the form and takes it out of the original group.
The admin manually edited the route map via admin tools Modify Form Route Map. This action also takes them out of the group
Employees or managers were manually creating the fomrs via their inbox Create Form button so they are not part of any group
They are older forms created before B1207 so do not have a batch ID and can never be mass routed.
Your form template was edited between launches. Only forms that have the exact same template can be grouped.
Form Template IDs are different
Route Map History ID is not the same
What Needs to Be the Same?
Basically, your form templates and route maps for all forms need to be exactly the same to regroup them.
- But to be more specific if any of the below fields in routing map contains different values for the forms, their route steps are different and they will not be able to be regrouped in batches.
Localized Step Name
Localized Step Description
Localized Step Introduction & Mouseover text
Localized Step Name After Completion
Localized Exit Button Text
Localized Step Exit Text
Enforce start date
Automatic send on due date
Specific user for U step
Role for single step
Entry User for I step
Exit User for I step
Roles for I step
Localized Iterative Button text for I step
Exit User for C step
Roles for C step
Localized Step Name of Completed step
Localized Step Introduction & Mouseover text of Complete step
CC Roles Upon Completion
Reject Button Mouseover Text
- It is possible sometimes to regroup forms into batches that can then be mass routed. Please review the following solution to determine if your forms meet the required criteria:
Document Routing - Mass Route - Merge Form Batches - Regrouping Individual Forms
KBA , sf routing maps , LOD-SF-PLT , Foundational Capabilities & Tools , Problem