The electronic forms in Unifier are consistent throughout Unifier, with a similar look and feel. When you send a workflow business process form to the next step, the assignee receives a task.
When you first open a task, it appears in "view" mode. On the "view" version of this form, you can do the following:
- Accept the task
- Decline the task
- Print the form
- Terminate the record
- Send email
- Transfer ownership of the record
- Add an assignee to the current step
- Copy users to the current step
- Audit the progress of the record
- Add a comment, if you have permission
If you accept the task, the form becomes editable. On the editable, or "action," version of this form, you can do the following:
- Undo task acceptance, which allows someone else to accept the task.
- Decline the task, which takes you out of the list of assignees.
- Select the step’s next action.
- Add or edit form content
- Save a draft of the record
- Terminate the record
- Transfer ownership of the record
- Display the view form of the business process
- Audit the progress of the record
- Spell check the record content
- Add attachments, line items, etc.
- Send the form to the next step
The electronic form appears similar to a paper form—you complete the form by typing information directly into the form fields or choosing options through drop-down lists, pickers, or checkboxes.
Note: The section labels are determined in uDesigner and may vary. The basic form functionality remains the same.
Refer to the "About Business Processes" chapter in the Unifier User Guide for information about:
- Filling out a BP form
- Saving a draft of a Workflow BP
- Adding, editing, or removing a Line Item
- Working with file attachments and markups
- Attaching files and markups
- Adding or viewing graphic markups to a BP Attachment
- Attaching files to a Document-type BP
- Removing attachments from a Document-type BP Record
- Linking BP Records
- Email notifications for BPs
- Initiating, participating in, or closing a discussion group (Classic View only)