Page Comparison

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Move a saved form from one user to another? 

Only a tenant admin tenant/flow admins or a designer user can move a saved form from one user's task list to another user's task list. Only the teanat admin can searh for tasks locked by specific users. Imagine Joe in the mortgage processing department is out sick and he has a loan application he began to process and clicked "Save" to finish later. The admin can move Below are the instructions for the tenant admin to follow to Joe's saved mortgage application to another person's task list by:

1. Login to your tenant as the tenant admin
2. Click the Home link in the upper right corner of the page (to the left of the LOGOUT link)
3. Click the Tasks tab
4. Click the Image Modified icon
5. Select Joe's username from the Locked By User dropdown
6. Submit the search form
7. View the retrieve results and click the Image Modified modify icon
8. Select a person you want to reassign this task to from the Assign to a different user dropdown
9. Enter a reason
10. Submit the modify form

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1. Login to your tenant as the tenant admin
2. Click the Home link in the upper right corner of the page (to the left of the LOGOUT link)
3. Click the Tasks tab
4. Click the  search icon
5. Select the form you're searching for from the Form/Flow dropdown
6. Select Pending from the Submission Status dropdown
7. Click Submit
8. View the results and click the Image Modified modify icon
9. Select a person you want to reassign this task to from the Assign to a different user dropdown OR select the Reset to Step
10. Enter a reason
11. Submit the modify form

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Tenant and flow admins or the designer user that created a workflow  can abort workflow tasks. Aborting a workflow task removes that task from users' task lists. 

Tenant Admin

1. Login to the tenant as the tenant admin

2. Click the HOME link in the upper right corner of the page. See the image below.

3. Click the Tasks tab
4. Click the  search icon 

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1. View the retrieve results and click the !Image Modified modify icon
2. Check yes "Abort this task?"
3. Enter a reason
4. Submit the modify form

The task will be removed from the user(s)' task list. Use caution as an abort form or flow cannot be resumed. Flow admins and designer users do not have the option to search for tasks locked by a user.

Remove defunct tasks from search results?

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