Workflow > Edit dialog

Field/Choice

Description

File Attached

The Doc ID and description of the selected file(s) display here. A Change button appears and is active only as you are adding new routes to an existing workflow. Click that button to change file selection for the new route  in the Attachments dialog.

Note:  File(s) cannot be changed for routes which have already started..

Workflow Subject

Once the first or only workflow route has begun, the Subject cannot be changed.

Status

If a route status = FAILURE, a Select Option button appears next to the status designation. Click this to open the Workflow Failure Options dialog, where you can select a next step.

Message

Enter a brief cover message for the workflow email.

Note:  This can be changed for 2nd and successive routes only, as long as those routes have not begun. Once the first (or only) workflow route has begun, the message can no longer change for that route.

Question

Click Question to open the first Workflow Route dialog, where you select the type of input you want to receive from participants.

Note:  Can be changed for 2nd and successive routes only, as long as those routes have not begun. Once the first (or only) workflow route has begun, the message can no longer change for that route.

Route is a

Click Route is a to open the second Workflow Route dialog. where you define success or failure.

Note:  Can be changed for any route which is still active (i.e., has not yet reached SUCCESS status, and response is still outstanding.)

Due date

Click Due Date to open the third Workflow Route dialog. where you set the due date for response.

Note:  Can be changed for any route which is still active (i.e., has not yet reached SUCCESS status, and response is still outstanding.)

Send to:            

•        Click Add User to add users in the Add User dialog.

•        Click Edit User to edit the selected user in the Workflow Route: Edit Recipient dialog.

•        Click Remove User to remove the selected user from the list.

Note:  Can be changed for any route which is still active (i.e., has not yet reached SUCCESS status, and response is still outstanding. You can add or edit recipients for routes already begun, but cannot remove recipients from those routes. You can add, edit or remove recipients on routes which have not started yet.)