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.
|
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.
|
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. |
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. |
To learn how to configure some of these workflow options, see Configure the system options.