Depending upon the workflow configuration and your user permissions, you may select one or more users or groups to whom the form will be sent as the next step in the workflow. The assignee fields are:
| • | To: The users or groups that you choose will be assigned the next task in the workflow. Team members listed will receive an e-mail notification of the task. This can include users designated as Editors on the task, as well as proxy users. |
| • | Cc: These users and groups receive an e-mail notification and a copy of the BP record in their Message log. They can review the record, but cannot take action on the workflow. |
Depending on the workflow setup, you may also be able to set the due date for the next step.
To assign team members to the next workflow step
In the Assignee portion of the BP form, click the To button. The User/Group picker opens. To use the picker, see the information under "The User/Group Picker".
When the business process form is sent, each member will receive an e-mail message regarding their task assignment and a copy of the BP form in their Tasks log.
To send a copy of the business process form to another user
| 1 | Click the Cc button. The User/Group picker opens. |
| 2 | Follow the assign team members procedure to select users or groups. |
| 3 | Click the OK button. |
The selected users or groups appear in the Cc field on the form.
When the business process form is sent, each member will receive an e-mail message and a copy of the BP form in their Messages log.
Note: The BP form may be set up to have pre-assigned Cc users. In this case, if the Cc button is enabled, you can add additional Cc users. If not, the BP is not set up to allow additional Cc users. You cannot remove pre-assigned Cc users.
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