Difference between revisions of "Reviewing Workflow Requests"

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The request will be listed under the '''Requests to me''' link.
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#REDIRECT [[Workflows_Overview#Workflow_Requests|Workflow Requests]]
  
1. Click the '''Communications''', '''Workflow Requests''' link.
 
  
The [[Workflow|workflow]] task is displayed.
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{{DeprecatedPage}}
 
 
[[Image:Ark65.png]]
 
 
2. Click the '''Task type''', '''File''' link.
 
 
 
The [[Workflow|workflow]] step is displayed.
 
 
 
[[Image:Ark66.png]]
 
 
The following fields are displayed 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.
 
 
 
[[Image:Ark67.png]]
 
 
4. Select the [[User|user]] to receive the approval message and click the '''Submit''' button.
 
 
 
The step is complete and the [[Workflow|workflow]] is also complete.  The '''workflow complete''' message is displayed.
 
 
 
[[Image:Ark68.png]]
 
 
5. Click the '''Communications''', '''Workflow Requests''' button.
 
 
 
The [[Workflow|workflow]] is removed from the '''Request to Me''' window.
 
 
 
[[Image:Ark69.png]]
 
 
6. Trigger the [[Workflow|workflow]] again and try the '''Reject''' and '''Review''' options.
 
 
 
[[Category:System Management]][[Category:Workflows]][[Category:Applications]]
 

Latest revision as of 08:42, 21 July 2017


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