Process the Issue in Unifier Essentials

You can manually process the issue in Unifier Essentials using the workflow defined during the initial configuration to review and close it. After the issue is closed in Unifier Essentials, you can run the Sync Unifier Issues with Aconex integration flow to finally close the issue in Aconex.

Perform the following steps to process the issue in Unifier Essentials:

Send the Issue for Review

To send the issue for review:

1. Log in to Unifier and navigate to your project.
2. Select Issues.
3. Check the Record Number for the issue that was created through integration and notice that its Status is open.
4. Select Tasks.
5. On the Tasks page, select the Record Number link for the issue that needs to be processed.
6. On the Issue dialog box:
   1. Select Accept, and then select Send.
   2. In the Workflow Action Details dialog box:
      1. In the Workflow Actions list, select Send for Review.
      2. In the To field, select the reviewer using the User and Group Picker, and then select Done.
      3. Select Send.

         Note: The status of the issue is changed to Awaiting Review.

Close the Issue After Review

To review and close the issue:

1. On the Tasks page, select the Record Number link for the issue that needs to be processed.
2. On the Issue dialog box:
   1. Select Accept, and then select Send.
   2. In the Workflow Action Details dialog box:
      1. In the Workflow Actions list, select Close.
      2. In the To field, select the reviewer using the User and Group Picker, and then select Done.
      3. Select Send.

         Note: The status of the issue is changed to Closed.

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Last Published Wednesday, February 8, 2023