Participating in a Discussion Group

Any user who is part of a business process workflow can initiate a discussion group to solicit input from other project or shell team members. Eligible participants are pulled from the business process’ “add assignee” list. Invited members of the discussion group can contribute their own text comments and graphic markups.

Note: You cannot participate in a discussion group on the Create or End steps of a business process.

The task owner can select which, if any, of the comments and markups to use in creating final comments or markups for the task. The task owner can hide or delete these comments or consolidate them for use in creating the final comment or markup.

To consolidate comments received in a discussion group into a single, cohesive comment, see "Copying and Consolidating Comments and Markups".

A discussion group can take place in one of two places:

The General Comments section of any cost, line item, or document BPs.
On individual documents that are part of a document-type BP document list.

Discussion groups end at the discretion of the task owner or when the task is completed.

 

 

 

 


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