Editing Work Items

enaio® webclient 9.10 »

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

A workflow model consists of several work items and different activities. Work items can be opened and edited in the My incoming messages icon My incoming messages inbox. 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 have opened a work item for editing, this work item will automatically be personalized for you and will therefore be locked for other users (see Personalizing Work Items and Clearing Personalizations).

A work item opened for editing consists of a 'Data sheet' workflow form and a workflow file. It can also contain additional areas, such as a workflow log or a circulation slip. You can toggle between the 'Data sheet', 'File', 'Log' and other areas via the Arrow icon Arrow icon in the header area.