Configuring the Collect More Information Step

Note: This topic is part of the Creating a Project Proposal Approval Workflow: Example series.

If the proposal has a Risk Level value of High, Very High, or Not Identified, then the proposal owner is assigned the Provide More Information task. This task has the proposal owner provide more information, which is then reviewed by the approver, who makes the final decision to approve or reject the proposal.

To configure the Collect More Information step:

  1. In the workflow element list, expand the Collect More Information step.
  2. Select the Provide More Information task.
  3. In the Performers field, select Select.
  4. In the Create Performer List dialog box, in the Search field, enter your username.
  5. In the Available area, select your username.
  6. Select Move Right.
  7. Select Create.
  8. In the Options area, in the Form field, select Select.
  9. In the Select Form (Project) dialog box, select Proposal Details Form.
  10. Select Select.
  11. Select Save.

Last Published Tuesday, May 21, 2024