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Actions - Workflow

If a template exists, you can access it in the Actions area. You can also view and update the status of the Workflow step, as well as review the name of the doer and responsible. If you have Administrator rights, it will be displayed as Administrator beneath the Responsible row.

If the designer has added a due date, it will also be displayed in the Actions section.

Workflow_actions

Roles:

  • Doer: The one who will perform something on the step. For example register values in a form.

  • Responsible: The one who should approve the step.

  • Administrator (Superuser): Sees all steps and has access to all functions in the workflow.

Batch update:

If there are underlying steps where you are the doer/responsible, a batch update icon displays:

Workflow_batch_update

Mark the steps you want to batch update and choose an action by selecting Approve or Reject. Or, update each single step by selecting the corresponding button to the right.

Select Close to exit the dialog.

Published:

Actions - Workflow

If a template exists, you can access it in the Actions area. You can also view and update the status of the Workflow step, as well as review the name of the doer and responsible. If you have Administrator rights, it will be displayed as Administrator beneath the Responsible row.

If the designer has added a due date, it will also be displayed in the Actions section.

Workflow_actions

Roles:

  • Doer: The one who will perform something on the step. For example register values in a form.

  • Responsible: The one who should approve the step.

  • Administrator (Superuser): Sees all steps and has access to all functions in the workflow.

Batch update:

If there are underlying steps where you are the doer/responsible, a batch update icon displays:

Workflow_batch_update

Mark the steps you want to batch update and choose an action by selecting Approve or Reject. Or, update each single step by selecting the corresponding button to the right.

Select Close to exit the dialog.

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