Delegate workflow

To assign a workflow to another user, use the Delegate workflow function.

Workflow, delegateTasks, delegate workflow

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

1. Select the desired entry in the Tasks work area and open the context menu.

2. Tap the Delegate workflow button in the context menu.

The Delegate workflow dialog box appears. The Recipient field is active.

3. Tap the SELECT USER button.

The Select user or group dialog box appears.

4. Tap an entry in the list to select a recipient.

The OK button is now active. You can make the following changes:

  • Notify after processing: This option is enabled by default. This means that you get the workflow back after it has been processed to check its status. Tap to uncheck the box if you do not want to be notified.
  • New name: To rename the workflow, enter a new name in the input field.
  • Comment: To add a note to the workflow, tap the input field.

5. Tap the OK button.

The workflow is delegated to the selected recipient. The Delegate workflow dialog box closes.

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