Upon sending the business process form forward to the Package Revision step, Unifier sends a task to the record creator and a message to those selected in the Cc field. You can see your active tasks in your Tasks log.
To route a Requests for Bid record from the Package Revision step
- Go to your project. Ensure that you are in the User mode.
- Click on Tasks.
- From the Tasks log:
- Select the task you want to work with, and click
> Open. You can also double-click on a task to open it.
The view-only form displays all fields on the record.
- The Upper Form contains project information, including the record number and title.
- The Task Details section displays who sent the record, who can take action on the record, who was copied on the record, the step to which the record was sent, the task due date, the task status, and in Classic View, any task notes. You cannot make changes to the Action form when you are on the Review step.
- You can add Task Notes for the next step, but you cannot view previous Task Notes.
- If you want to revisit Task Notes from the previous step, you must undo Accept Task via Actions > Undo Accept Task.
- Select the task you want to work with, and click
- In the Line Items section you can Modify/Add/Delete Line Items as needed. You must complete all required fields on each line before you can save the Line Items form.
- Click OK to save Line Items.
- When ready, select a workflow action. The choice is:
- Resubmit — This action sends the record back to the Approval step in Pending status.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task when the record returns to the Bid Package Finalization step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field.
- (Optional) Click Cc... Select the user or group who will receive the record on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the Cc field. Upon sending, the record will appear in the recipient's Notifications log.
- This action activates Action Details.
- Resubmit — This action sends the record back to the Approval step in Pending status.
- In Action Details, select who should receive the task and who should receive a copy of the record.
- When ready, click Send.