Actions and Statuses for Workflow Tasks
The status, or state, of a workflow task tells you where it's at in the approval process. When you're assigned to a task, what you can do with it depends on many factors, including what the task is and its current state.
Statuses
This table describes some possible statuses, or states, for workflow tasks.
State |
Description |
---|---|
Assigned |
Task is assigned to you and awaiting your action. |
Completed |
Final user in the workflow has addressed the task. |
Errored |
Task is in error and can't be recovered. |
Expired |
Current assignee hasn't addressed the task within any defined renewal period. |
Information Requested |
Assignee requests more information from any user. |
Suspended |
Task is put on hold by the task creator and not assigned to anyone to address. |
Withdrawn |
Task creator removes task from the workflow. |
Actions
This table describes some possible actions you can take on workflow tasks.
Action |
Description |
---|---|
Ad Hoc Route |
Add approvers to the task. |
Approve |
Approve the task, and the task completes or moves on to the next approver. |
Claim |
Assign the task to yourself so that you can act on it, if the task is currently assigned to a set of users. For example, a defined group of approvers or everyone who has a certain role. |
Create Subtask |
Create a child task to be completed as part of the original task. |
Delegate |
Pass the task to someone else to take action for you, but the task is still assigned to you. Choose the Users option and select a specific user, not the Groups option for selecting an LDAP group. |
Dismiss |
Close the task and acknowledge that you received it. You don't need to take action because the notification is only for your information. |
Escalate |
Reassign the task to your direct manager. |
Push Back |
Reassign the task to the previous approver. |
Reassign |
Reassign the task to someone you select. Choose the Users option and select a specific user, not the Groups option for selecting an LDAP group. |
Reject |
Reject the task and send it back to its creator in a final state. |
Release |
Make the task that you claimed available for someone else to claim. |
Renew |
Give yourself more time (seven days is the default) to act on the task, if the task is about to expire. |
Request Information |
Ask the task creator or any of the previous approvers for more information. |
Resume |
Revive a suspended task and continue working on it. |
Skip Current Assignment |
Reassign the task to the next approver (available only if you have a job role with either BPM Workflow All Domains Administrator Role or BPM Workflow System Admin Role assigned). |
Submit Information |
Send the information that was requested of you regarding the task. |
Suspend |
Put the task on hold until it's resumed. In the meantime, no one is assigned to act on it. |
Withdraw |
Remove the task from the workflow (available only if you created the task). |