Pass workflow forward

To transfer a workflow to the next intended user, select the Pass workflow forward function.

Workflow, pass forwardTasks, pass workflow forward

Information: This function is only available in the Tasks work area.

1. In the Tasks work area, select the workflow you want to forward and open the context menu.

2. Tap Pass workflow forward in the context menu.

Alternative: In the viewer pane, tap the Pass workflow forward button to the right of the short name.

The Pass workflow forward dialog box appears.

3. Tap the successor who will receive the workflow.

The successor is highlighted. The OK button is active.

Optional: Tap the Comment input field to add a note to the workflow.

4. Tap the OK button.

The workflow is passed forward to the selected successor. The Pass workflow forward dialog box closes.

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