Forwarding Work Items

Open a work item marked in the inbox My incoming messages by double-clicking (enaio® webclient and enaio® webclient as a desktop application), tapping (enaio® mobile), or selecting the Open function from the context menu.

How to edit a work item is described in Editing Work Items.

With a single click or tap of the Forward icon, the work item is forwarded.

In enaio® webclient, enaio® webclient as a desktop application, and enaio® mobile, you can open several work items at the same time and process them one after another. To do this, select multiple work items in your inbox and open them using the Open function in the context menu.

The first work item is opened, marked as "read," and personalized. The work item can be edited as usual. This also applies to editing documents attached to the workflow file. A return to batch processing is possible at any time. The editing options available for a work item are described in Editing Work Items.

Every additional work item you open in batch processing is personalized in the background. The status header of the editing form shows which work item you are currently editing. The following functions are available in the footer for completing your work:

• 'Cancel process and open 'My incoming messages''

  Closes batch processing and opens the Inbox My incoming messages. Work items that have not yet been forwarded remain in the inbox and are highlighted with a marking.

• 'Skip work item and open next'

  Any changes made in the work item will not be saved. The next work item in batch processing is opened and customized.

• 'Save work item and open next'

  Changes in the work item are saved. However, the personalized work item remains in the inbox for further processing and is not forwarded. The next work item in batch processing is opened and customized.

• 'Forward work item and open next'

  Changes in the work item are saved. The work item is removed from Inbox My incoming messages and displayed in the inbox of the next workflow recipient. The next work item in batch processing is opened and customized.

Once the last work item has been processed, the user returns to Inbox My incoming messages. In the inbox, all work items that have not yet been forwarded remain selected.

You can switch views during batch processing. Batch processing is stopped in this case. When you switch back to the batch processing form, you can resume processing the remaining work items.

Individual or multiple work items can be forwarded using the Forward function in the context menu, without needing to be opened by the user. The context menu function Forward initiates an automated process that personalizes any work items that have not yet been personalized and checks whether any actions are required. If personalization is not possible or user interaction is required, the corresponding work items are not forwarded.

The user receives a detailed message about the work items that were not forwarded. Unforwarded work items remain as personalized processes in the inbox My incoming messages.