If you are a task assignee or BP owner, you can add additional assignees to a task or copy additional users after the BP record has already been sent and before the next step has been accepted (that is, while the BP is still in view form). This is useful if you want to send a copy of the record or add another assignee before you take action on it.
You can add additional assignees or copy users if:
| • | You have not yet accepted the task, and the form is still in view form. If you have already accepted the task, you can reverse the action by clicking the Actions menu and selecting Undo Accept Task. |
| • | The BP workflow has been set up to allow adding assignees or allowing to cc. |
To add an additional assignee to a task
| 1 | From your Tasks log or a business process log, select a record and click Open. The form opens for viewing. |
| 2 | Click the Edit menu and choose Add Assignees to Current Step. The User/Group picker window opens. The list displays the list of users or groups that can be assigned, according to the BP setup. |
| 3 | Select the users or groups from the picker window and click OK. |
The user or group will be added to the list of assignees. The record will appear in each new user's Tasks log and applicable BP log, and users will receive an e-mail informing them of the task, depending on their e-mail subscription preferences.
To send a copy of a business process to additional users
| 1 | From your Tasks log or a business process log, select a record and click Open. The BP form opens for viewing. |
| 2 | Click the Edit menu and choose Copy Users to Current Step. The User/Group picker window opens. The list displays the list of users or groups that can be copied according to the BP setup. |
| 3 | Select the users or groups from the picker window and click OK. |
The user or group will be copied. This means that the record will appear in each new user’s Messages log and applicable BP log, and the users will receive an e-mail informing them of the copy, depending on their e-mail subscription preferences.
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