Changes

Workflows Overview

85 bytes removed, 18:41, 23 May 2019

→‎Workflow Requests

The Workflow Requests page lists:

* *:::::*** outstanding tasks that you need to complete based on SmartSimple [[workflows]],*:::::*** tasks that other people need to complete where you are participating in some steps in the workflow, and*:::::*** project tasks that you are assigned to complete.

The request will be listed under the '''Requests to me''' link.

1. Click the '''Communications''', Workflow Requests link. The Workflow task is displayed.

*

2. Click the '''Task type''', '''File''' link. The Workflow step is displayed with the following fields in the request:

 * *:::::*** '''Task Name''' – The name of the [[Workflow|workflow]] task.*:::::*** '''Created Date''' – The date the task was triggered.*:::::*** '''Task Description''' – The description of the task’s purpose.*:::::*** '''Action''' – The '''Routing Options''' for the request. These options are only visible for '''Requests For Approval'''.*:::::*** '''Comments''' – This box is always visible but can only be used with '''Request For Comments'''.*:::::*** '''Object Area''' – The bottom portion of the request screen where the attached object is displayed.

3. Select '''Approve''' to approve the file and click the '''Submit''' button. The '''Approve''' option requires us to select a [[User|user]] to send the approval message to so the '''Select User''' list is displayed.

4. Select the [[User|user]] to receive the approval message and click the '''Submit''' button. The step is complete and the Workflow is also complete. The '''workflow complete''' message is displayed.

*

5. Click the '''Communications''', '''Workflow Requests''' button. The [[Workflow|workflow]] is removed from the '''Request to Me''' window.

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Lalaine Songalia

Smartstaff

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