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Quick Approval does not lock the task. |
Let's consider a Leave Approval workflow with two activities: the first step is a form which collects the pertinent information about the Leave request - employee name, starting date and duration of leave, etc. This step is filled out by any employee requesting a leave. The second step is a form that has a section named Manager Approval with a text area control for comments. The designer has setup the Quick View feature for this step in the workflow and assigned the role of manager to it. When a manager clicks on the Quick view icon, the Manager step displays as shown:
You will see the following on the Quick Approval Screen:
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Anonymous Steps and the Audit Trail
Workflows designed with an Email/Anonymous Task step will show the task in a WAITING state.Workflows that assign the step to an Email Address show the step performed by the customer (anonymous user) in a Pending state and displays the Email address it was sent to.
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Workflows designed using the pre-v8 Email/Anonymous Task step will show the task in a WAITING state as shown in the first two images below. Please consider updating workflows to use Email Assignment. |
View My Task
Users logged into are able to view workflow steps that they performed by clicking on the icon in the Audit trail. When you are viewing your task, you may notice the read-only view watermark. This is to remind you that you can view the information but can not make changes to it.
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The tenant/workflow admin clicks the icon. To move this saved form to a different user's task list, enter the user id of the the person you want to assign it to by checking the user choice radio button in the Assign to: control. Type a username in that field and all users beginning with the letter you have entered appear as dropdown choices. Enter the reason for the reassignment in the Reason field and click submit. In the image below the workflow admin, Jerry has reassigned the task to the username jill.
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- SAVED/PENDING: This will give you all the tasks which are saved or pending. This helps when you want to see all open tasks for a certain form/workflow
- SAVED: This will return only those tasks which were created when users clicked the Save button on the form/workflow to save their partially filled forms
- PENDING: This will return all tasks which are pending, meaning someone else put these tasks in the users task list
- SUBMITTED: This will return all tasks which are completed, i.e. the form/workflow for which this task was created has been submitted
- ABORTED: This will return all the tasks that were deleted/aborted so the form/workflow never got submitted
- WAITING: The WAITING status The WAITING status can be used to find workflow tasks that have an Email or HTTP activity. A submission will show a state of WAITING when a workflow is routed to an anonymous user and the workflow is suspended until the this step is completed.
Note the Submission Status checkboxes which are all checked by default. Uncheck the checkbox to the left of one or more submission statuses if you want to exclude those tasks from the search result. For example, let's say you have a workflow that generates a lot of task activity that may be cancelled at some point. Simply uncheck the "Aborted" check box and aborted tasks will be excluded from the search results. Conversely, if you only want to see " Aborted" tasks, uncheck the Saved, Submitted, Waiting and Pending checkboxes. You can select more than one status for your search criteria.
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