Completing a Workflow Step

In a workflow, each step within a workflow must be completed by an assigned user. The workflow design, configuration, and setup determines whether any or all steps listed below apply to you.

Online Mode

To complete the workflow step assigned to you:

1. Select a workflow action.
2. To select assignees for the workflow step, touch To, and then touch Select All Assignees or search for specific assignees.

   The list of assignees and groups you can see or select is based on the workflow design and filter conditions set for the workflow.

3. If applicable, perform the following actions:
   • To select and notify recipients of the workflow, touch Additional assignees and Copied Users.
   • If a contact list is enabled for a workflow step:
     1. Touch Contact List.
     2. Select the applicable lists.
     3. Touch Done.
4. In the Due Date Details block, enter the Task Due Date for completing the task.

Offline Mode

The BP record is saved on your device. The record moves through the workflow only when your device is set to Online mode and has network connectivity. If you have a file with annotations, it is also sent to the server along with the BP record information.

You can filter assignees only when you are working in Online mode. If you were working offline, the system checks for any changes to the list of assignees when you synchronize. If the assignees have changed, you may have to resend the BP record.