Pass workflow forward

Information

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

Workflow, pass forwardTasks, pass workflow forward

Step by step

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.

Alternatively: 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 user that you want to pass the workflow forward to.

The successor is highlighted. The OK button is active.

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

4. Tap OK.

Result

You have passed the workflow forward to the selected user. The Pass workflow forward dialog box closes.

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