Delegating Tasks and Reminders
From Subscribe-HR Wiki Help
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# Select Workflow Tasks. | # Select Workflow Tasks. | ||
# Select the Workflow to edit. | # Select the Workflow to edit. | ||
| + | # Ensure Workflow type is '''CheckList'''. | ||
# Select the Checklist Tab | # Select the Checklist Tab | ||
# Enter the Form Name does not appear anywhere, but is for your own reference. | # Enter the Form Name does not appear anywhere, but is for your own reference. | ||
Latest revision as of 17:27, 2 July 2017
Contents
Checklist
- After logging into the Subscribe-HR portal, select Development
- Select the Objects folder.
- Select the Object that you wish to create your Workflow and Task & Reminder for.
- Select Workflow Tasks.
- Select the Workflow to edit.
- Ensure Workflow type is CheckList.
- Select the Checklist Tab
- Enter the Form Name does not appear anywhere, but is for your own reference.
- Select the Create field link on the left.
- Enter the Task that should be performed.
- Select the Responsible User from the drop down. (This is a list of all Active Users setup in the system)
Select Create field and repeat this step if you require more tasks. You can create as many tasks as needed and delegate to any user in the Responsible User list) - Select Save form.
- After saving, the workflow engine will check the condition and if the condition is met will activate your Task and Reminder.
There is sometimes a short wait for the workflow engine to process this and your Task & Reminder will not always appear immediately.
