Assigning users, and workflow routing, must be done after opening a record.
Depending upon the workflow configuration and your user permissions, you may select one or more users or groups to whom the form will be sent as 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 email notification of the task. This can include users designated as Editors on the task, as well as proxy users.
- Cc: These users and groups receive an email notification and a copy of the BP record in their Message log. They can review the record, but cannot take action on the workflow.
Depending on the workflow setup, you may also be able to set the due date for the next step.
Assigning Users for the Next Step
You can assign a user for the next step from the tasks log (Task node in Home page, Company Workspace, and Project/Shell).
- Go to your business process and open the log.
- Click to select the record, click the gear menu (
), and click Open. - In the Assignee portion of the BP form, click the To button. The User/Group picker window opens (to learn how to search and use the picker refer to Unifier General User Guide).
- Follow the assign team members procedure to select users or groups.
- Click OK.
When the business process form is sent, each member will receive an email message regarding their task assignment and a copy of the BP form in their Tasks log.
Sending a Copy of the Business Process Form
If you need to send a copy of a business process form to another user:
- Go to your business process and open the log.
- Click to select the record , click the gear menu (), and click Open.
- In the Assignee portion of the BP form, click the Cc button. The User/Group picker opens.
- Follow the assign team members procedure to select users or groups.
- Click OK.
The selected users or groups appear in the Cc field on the form.
When the business process form is sent, each member will receive an email message and a copy of the BP form in their Notifications log.
Note: The BP form may be set up to have pre-assigned Cc users. In this case, if the Cc button is enabled, you can add additional Cc users. If not, the BP is not set up to allow additional Cc users. You cannot remove pre-assigned Cc users.