To work on your task:
You can:
On devices that support split view, select a task on the left pane, tap More
and select Accept from the right pane.
If the completion policy for the business process is set as Single, upon accepting the task:
If there is only one possible action, the Send For field is auto-populated.
The assignment of users and groups on the next step depends on the Assignment policy of the step set forth in the workflow setup. If the policy is Preassigned, the list of users and groups is displayed. If the policy is User Select, you can select the list of assignees.
Depending on the configuration of the workflow step, you might see additional assignees, Additional Task assignees from record and tabs, and copied users, Additional CC users from record and tabs. This information is read-only; however, you can tap a linked name to view a person's user profile.
Note: If you are requesting revision of a task, the following settings are configured for the BP, and the specified Assignee is no longer active, an alert is displayed and the To field remains empty.
If the Assignee field displays match step <creation>:
To send an email notification about the error and appropriate action to the applicable administrator, tap Yes in the alert window. An email is sent to the active groups, users, and administrators specified in the BP set, and the alert is dismissed. To dismiss the alert without taking further action, tap Cancel.
If the Assignee field displays match step <any step>:
To dismiss the alert and display a picker of active users and groups, tap OK. Select active users or groups to populate the To field. Tap Send.
Note: The Task Due Date usually displays the date based on the task's duration, even if it is not editable. The only exception is when a duration is not specified, in which case the system indicates that a date is not available.
If you are working offline, the business record is saved in the Outbox. When you switch to Online mode, you must sync the record in Outbox to save changes in Unifier server. The record moves through the workflow only when your device is set to Online mode and has network connectivity. If you have a file with annotations, it is also sent to the server along with the BP record information.
Undoing the Acceptance of your Tasks
You can tap the Undo Accept option to reverse the acceptance of a task and restore a BP form back to its original state. Undo Accept only applies to additions or changes made during the period in which you accept the task and then select the Undo Accept option. This option is only applicable to active tasks and workflow records where you have an active task.
Upon undoing an accepted task, for all other users:
Undo Accept rolls back the following to their previous state:
The following changes cannot roll back to their previous state:
Any new additions are removed from the following:
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Last Published Friday, October 10, 2025