Starting Workflows
To use workflows, users require the system role Use workflow.
You start workflows in enaio® webclient via the context menu or in the Startable workflows inbox, depending on the type of workflow:
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You can start workflows without objects in the
Startable workflows inbox via the context menu of a selected workflow, or by double-clicking (enaio® webclient and enaio® webclient as desktop application) or tapping twice on the workflow (enaio® mobile). You can open the
Startable workflows inbox via the
Inbox icon in the main menu.
The following applies if you are using enaio® mobile on a smartphone:
On smartphones, start a workflow in the
Startable workflows inbox by tapping on the
icon after the selected workflow model.
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You can start workflows with objects from many locations in enaio® webclient, enaio® webclient as desktop application, and enaio® mobile via the context menu of one or more selected objects, such as in a hit list, in the navigation area of a folder or register, in a workflow file, or in the follow-up inbox. The selected objects (for example, documents, registers, or folders) are added to the workflow file at startup.
Depending on the business processes, workflow models can only refer to very specific object types. If an enaio® user starts a workflow with an object, only the permitted workflows are shown for selection. Only objects of the permitted types may be added to the workflow file. This also applies to workflows that were started without an object reference and to which objects should be added to the workflow file in later work items.
My incoming messages Inbox
The work items that have been started are displayed in the My incoming messages inbox, where they can be further edited and forwarded. You can open the
My incoming messages inbox via the
Inbox icon in the main menu.
Depending on the configuration of the workflow model, the first work item of a workflow that has been started can also be displayed in other users’ inboxes.
Current workflows Inbox
Workflows that you started are also displayed in the Current workflows inbox because you, as workflow initiator, are automatically the process owner. You can open the
Current workflows inbox via the
Inbox icon in the main menu.
In the Current workflows inbox, you can view workflow details (see Viewing Workflow Details) or assign work items to other users or roles (see Assigning Work Items).
The following applies if you are using enaio® mobile on a smartphone:
You cannot view workflow details on smartphones. The assignment of work items to other users or roles is supported on smartphones.