Forwarding Work Items

enaio® webclient 9.10 »

To use workflows, users require the system role Use workflow.

A workflow model consists of several work items. The work items are displayed in the My incoming messages icon My incoming messages inbox, where they can be further edited and forwarded. To forward a work item, you have to open it (see Editing Work Items).

You can open the My incoming messages icon My incoming messages inbox via the Inbox icon Inbox icon in the main menu. You can open a work item selected in the My incoming messages icon My incoming messages inbox via the context menu or by double-clicking (enaio® webclient and enaio® webclient as desktop application) or tapping (enaio® mobile) on it.

Right-click (enaio® webclient and enaio® webclient as desktop application) or press and hold (enaio® mobile) to open the context menu of the search form.

The context menu can also be opened on smartphones by clicking the More actions icon More actions icon found on each line.

If you want to open a work item, you have the following options:

  • Click or tap on the Forward icon Forward icon if you want to close the work item. The work item will be closed, changes will be saved, and the workflow will be forwarded to the next editor.

  • Click or tap on the Save icon Save icon if you have entered or edited data and/or objects, but do not want to forward the work item. The changes will be saved, and the work item will be closed, and it will remain in your inbox.

  • Click or tap on the Cancel icon Close icon if you want to edit the work item again later, for example. The changes made in the areas of the work item are not saved. The work item remains personalized after it closes.

    All changes made to objects in the file will be saved immediately and cannot be undone by cancelling the work item.

If not all of the individual work items for the workflow have been finished, you will receive an error message containing information about the work items that remain to be completed.

Depending on the workflow model, you may need to simply acknowledge the confirmation of notice or enter your password to complete a work item.

The workflow model defines which users can carry out the next work item. If you can carry out the following work item yourself, the workflow form can be configured to continue to the next step immediately, in which case the following workflow form opens right away.

On the workflow form, you can use the Workflow recipient add-on to specify other users and roles that can execute a subsequent work item.