Depending upon the workflow configuration and your user permissions, you can select one or more users or groups to whom the form will be sent at 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.
- Cc: These users and groups receive an e-mail notification and a copy of the record in their Message log. They can review the record, but cannot take action on the workflow.
To assign team members to the next workflow step:
- In the Assignee portion of the form, click To. The User/Group picker opens.
- Select the users or groups you want to send the form to and click Add, then click OK. Unifier adds the assignees you specified to the To field.
When the business process form is sent, each member will receive an e-mail message regarding their task assignment and a copy of the form in their Tasks log.
To send a copy of the BP form to another user:
- Click Cc. The User/Group picker opens.
- Select users or groups you want to copy and click Add, then click OK. Unifier adds the assignees you specified to the Cc field.
When the BP form is sent, each member will receive an e-mail message and a copy of the form in their Messages log.