Assigning Work Items

enaio® webclient 10.10

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

To be able to assign work items, users require the system role Client: Workflow process administration or WF-Admin: Start.

As the process owner, you can assign work items to other users and roles in the Current workflows inbox. Current personalizations, also from other users, are cleared (see Personalizing Work Items and Clearing Personalizations). You can open the Current workflows inbox via the Inbox icon in the main menu.

To create a work item to other users or roles, follow these steps

Click or tap on the Inbox icon in the main menu.

The navigation area with the inboxes will be shown.
Click or tap on Current workflows in the navigation area.

The Current workflows inbox now opens.
Select the required workflow and open the context menu.

Right-click (enaio® webclient and enaio® webclient as a desktop application) or press and hold (enaio® mobile) to open the context menu of the search form.
Click or tap on the Assign work item function.

Alternatively, the Assign work item function is also available if you:
1. first click or tap on Details in the context menu and open the More actions menu in the open details view.
2. double-click or tap twice to open the details view of the work item and open the More actions menu in the open details view.
The User selection dialog opens.

If the work item has already been personalized, the Clear personalization dialog will open. Clear the personalization by clicking Yes. It is not possible to clear the personalization if the work item has not been personalized.
On the left side of the User selection dialog, you will see the Users and Roles of the system that you can assign the work item to. The right side of the dialog lists the workflow participants who already see the work item in their inbox.
Select the required users in the User selection dialog and move them using the arrow key or by double-clicking on the right side of the dialog.
Finally, click or tap on Apply.

The list of workflow participants is updated.

The work item is displayed or removed for the relevant participants in the My incoming messages inbox.

You can also view the updated list of workflow participants in the workflow details under The following users see the work item in their inbox (see Viewing Workflow Details).

To assign a work item to other users in enaio® mobile on your smartphone, follow these steps

Tap on the Inbox icon in the main menu.

The navigation area with the inboxes will be shown.
Tap on Current workflows in the navigation area.

The Current workflows inbox now opens.
Select the required workflow and tap on the User selection icon to open it.

The User selection dialog opens.

If the work item has already been personalized, the Clear personalization dialog will open. Tap on the Yes button to clear the personalization. It is not possible to clear the personalization if the work item has not been personalized.
On the top in the User selection dialog, you will see the Users and Roles of the system that you can assign the work item to. The workflow participants who already see the work item in their inbox are shown at the bottom in the dialog.
Select the required users and/or roles in the User selection dialog and move them using the arrow key on the corresponding side of the dialog.
Finally, tap on Apply.

The list of workflow participants is updated.

The work item is displayed or removed for the relevant participants in the My incoming messages inbox.

You cannot assign workflows in the My incoming messages inbox that are not listed in the Current workflows inbox to other users or roles because you are not a process owner.