The following actions are available specifically for workflow steps in your To Do List. You see these actions only when they are applicable to the selected workflow item:
Action |
When to choose |
What happens next |
---|---|---|
Add recipients |
You want to add one or more users to the original workflow step that is already initiated. |
The workflow remains at this step, and the recipients get this step in their To Do List. The target date of the recipient step does not change. For information on how to configure this setting, see Configure the system options. |
Claim |
Because multiple users can have the same role, you must claim a step to do the work required when it was assigned to a role rather than individual users. |
The workflow remains at this step until you take the necessary action to move it forward. |
Acknowledge |
You need to confirm that work was done in previous steps. |
The workflow moves to the next step. |
Approve |
You do not find any problems with the work done in previous steps. |
The workflow moves to the next step. |
Reassign |
You want to reassign the step to another user. |
The workflow moves the step to the reassigned user. The target date of the step does not change. For information on how to configure this setting, see Configure the system options. |
Reject |
You find a problem with the work done in previous steps. |
The workflow moves to the defined rejection path, which can be another workflow or another step in the same workflow. |
Retry |
You fixed an issue and want to execute the workflow step again. |
The workflow step gets executed and moves to the defined path, which can be another workflow or another step in the same workflow. |
Cancel |
You cannot perform the work for the step. |
The workflow moves to the defined cancelation path, which can be another workflow or another step in the same workflow. |
Complete |
You have finished the work for the step. |
The workflow moves to the accept step. |
Unable to Complete |
You cannot complete the step. |
The workflow moves to the rejection step. |
Document Review |
You can conduct a document review. |
The document review page opens so you can review the document. |
Manage Review Plan |
You want to update your review plans. |
The review plan page opens so you can manage your review plans. |