Workflow

The Workflow tab only appears when viewing a document associated with a workflow.

Previous Item
Switches to the previous workflow task in the user's inbox.

Next Item
Switches to the next workflow task in the user's inbox.

Process/Finish Task
Displays a drop-down list of options for continuing the workflow process.

Index Data
In the documents area all linked documents are listed. Clicking Index Data displays the index data for the selected document.

Delegate
If allowed a user can delegate a task to another user. By selecting the Delegate action radio button, and then the task's OK button, the Select Users/Groups to Delegate Instance to dialog window is displayed. A user, or group can be assigned to complete the task.

Domain
Select the Domain.

Object Type
-User
-Groups
-Users and Groups

Search for
Input Field for the display name search criteria, or a wildcard search.

List
List of users and groups to select from.

Select
User or Group that the task will be delegated to.

Delete
Users with necessary rights can delete an instance.

Add File
Save a new file to Therefore™ and link to the current workflow instance.

Claim
This option is only available when a user opens an instance without claiming it.

Clear Errors
Clear all workflow errors for the selected instances.

Only users with Operator permission can clear errors.

Unclaim
A user can unclaim an instance claimed from a group. The instance will then return to the group.

History
View a graphical representation of the workflow history.

Reroute
Users assigned the Operator security permission are authorized to redirect active workflow instances. An active task can be rerouted to another task or process version in the workflow. The Reroute Instance dialog window will be displayed. In the Process Version drop-down list, all possible process versions to which the workflow can be rerouted, including the active version, are available. In the Task Name drop-down list, all possible tasks to which the current task can be redirected are listed. All possible users that the new task could be assigned to are displayed in the Assign to drop-down list. The workflow operator must select a user or group to assign the task to. When complete, confirm by selecting the OK button. For parallel workflows, there is an additional check box: Delete all other active workflow instance tokens. If this is checked, all outstanding tokens will be deleted when the workflow is rerouted.