If you change your mind after accepting a task, you can use the Undo Accept option, if:
- You are the last person on the task distribution list and everyone else has declined the task.
- You are the only task recipient.
The Undo Accept option restores the business process form, and data, back to the state it was in just prior to accepting the task, even if you have made some modifications to it. This applies only to additions or changes made between accepting the task and selecting Undo Accept.
Note: The Undo Accept is not available for Initiation Steps.
The Undo Accept will roll back the following to their previous state:
- Changes to Upper Form fields
- Auto-populated fields
- Changes to the action details (To and Cc fields)
Any new additions of the following are removed:
- Summary, detail, or imported line items
- Comments
- File attachments
- Linked records
These changes are not rolled back:
- Changes made to existing line items.
- Anything that is deleted, such as attachments, linked records, linked Mailbox, and line items, cannot be restored. The exception is upper form fields, which will be restored to their previous state.
- Transfer ownership.
- Mailbox messages sent through linked Mailbox.
- Discussion group activity.
To undo an accepted task from the Home page:
- Go to Home page and click the Tasks node.
- Hover over the record and click the gear menu (
). - click Undo Accept.
Alternatively, you can also click Actions and then click Undo Accept. or use the Task Status (the check-mark icon).
To undo an accepted task from the specific business process log (Company Workspace and Project/Shell):
- Go to your business process and open the log from the Tasks node.
- Hover over the record and click the gear menu ().
- click Undo Accept.
Alternatively, you can also click Actions and then click Undo Accept. or use the Task Status (the check-mark icon).
To accept multiple tasks (of the same BP and same workflow schema):
- Go to Home page, or your business process, and open the log from the Tasks node.
- Ctrl-click to select the necessary tasks.
- Click Actions and then click Undo Accept.