---
title: Configure & Use the “Request More Info” Workflow in Activate
slug: configure-and-use-the-request-more-info-workflow-in-activate
docTags: 
createdAt: 2025-07-28T01:11:35.987Z
---

## Overview

The **Request More Info (RMI)** feature in Activate allows task approvers to pause an approval and seek clarification or additional details from the requestor or another user before proceeding.

This is a **standard ticketing workflow pattern** that enables seamless collaboration and eliminates the need for external communication when dealing with incomplete or unclear task submissions.

Admins can configure this using:

- **XML in the Workflow parameter**, or
- **GUI via Activate Studio**

The setup is lightweight and flexible, and it can be applied to **any task **in Activate.

## Who Can Use This?

- **Administrators**: Set up the RMI feature using Activate Studio or XML.
- **Approvers**: Trigger the request for more info from within their task approvals.
- **Submitters**: Receive and respond to info requests directly via the web app.

## Setup Options for Admins

### Option 1: XML Configuration

You can manually insert an \<update> block in your workflow XML to allow RMI functionality.

:::BlockQuote
\<update type="inline" when="True" allowInfoUsers="1">
&#x20;   \<users when="=if(=/Job/SubmitUser == //CurrentUser, true, false)"&#x20;
&#x20;          form="=/Job/Task/Web.Form">=//CurrentUser\</users>
&#x20;   \<users when="=isInRole(=/Roles/System Roles/Service Desk, //CurrentUser)"&#x20;
&#x20;          form="=/Job/Task/Approval.Web.Form">=//CurrentUser\</users>
\</update>

:::

This XML:

- Grants editing rights to submitters and service desk users.
- Specifies different web forms for editing based on user context.



![](https://api.archbee.com/api/optimize/Lfto9rn2ELed8aLNOgwlJ/m_D1P7sHvTiPDHmtYMCL-_image.png)

### Option 2: GUI Configuration in Activate Studio

1. Open **Activate Studio**.
2. Navigate to your **Task** and open the **Workflow** editor.
3. Click the **approval** step you want to add RMI to.
4. Click **"Additional Rights"** in the right-hand pane.
5. In the **Approval Rights**window:
   - Check **Editable**
   - Set **When** to True
   - Choose **Type**: Inline Form
   - Set the **Form/Wizard** path: =//Job/Task/Web.Form
   - (Optional) Enable “Allow More Info Users to Update”
6. Click **OK** to save.





![](https://api.archbee.com/api/optimize/Lfto9rn2ELed8aLNOgwlJ/454IvmK5At3qjcZszK8em_image.png)

## What Happens in the Web Portal?

### For Approvers

- On the Job view, the **“Request More Info”** button is available during task approval.
- The approver selects a user (e.g., submitter) and enters a note describing what’s needed.
- The approval is paused while waiting for additional input.

### For Submitters (or Info Users)

- They are notified via email or alert.
- When they open the Job in the **Activate Web App**, a message will display indicating more information is requested.
- They complete the web form to supply the information and resubmit it.
- The task returns to the approver for review and approval.

### Job Flow Summary

:::BlockQuote
Submitter → Approver → \[Requests More Info] → Submitter Updates → Approver Reviews → Approves/Declines
:::

## Best Practices

- **Use descriptive messages** in the RMI request to reduce back-and-forth.
- **Keep form access scoped** using when conditions in XML or form rules in the GUI.
- **Test using a dummy task/job** before applying to production tasks.