Upon sending the business process record forward to the 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 record from the 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. When ready, select a workflow action. This action activates Action Details. The choices are:
- 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 Approval 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.
- Cancel — This action sends the record to the End step in Canceled status. The To and Cc field are unavailable.
- 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 in Notifications.
- When ready, click Send.