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Configure the destination of a dossier item type for a workflow in InSite and OutSite

The destination of a dossier item determines the dossier in which you can view the item. You can select multiple destinations. For example, if you select Employee and Course as destinations, you can open the submitted dossier item from the employee and course dossier.

Example:

You want to record questions from customers as a dossier item using a workflow. The questions must have a fixed destination so that they can be retrieved from the dossier of the destination.

The mandatory destination of the question from customers is therefore the organisation/person in Profit. During the submission of the question, you are obliged to select an organisation/person. As a consequence, you can always retrieve the question from the dossier of the organisation/person.

By default, all destinations in the dossier item type have the Not allowed setting. This means that you cannot add dossier items of this type to the dossier of the destination in question. You can determine the setting per destination yourself.

To configure a destination:

  1. Go to the tab: Destination.
  2. Select the destination.
  3. Click on the action:
    • Optional

      This means that when submitting a dossier item, you can select whether it should be registered in the dossier.

    • Mandatory

      If you set a destination as mandatory, it cannot be deselected in the dossier item.

    • One of these mandatory

      If this setting has been chosen for multiple destinations, the dossier item cannot be saved until one of these destinations has been selected.

    • Not allowed

      The dossier item cannot be added to a dossier with this destination.

  4. Click on: OK.

You can now make the dossier item type visible in InSite and OutSite.

Directly to

  1. Configure a workflow for use of InSite or OutSite
  2. Authorise a workflow
  3. Authorise workflow activities
  4. Workflow intervention
  5. Add a dossier item type for a workflow
  6. Configure the destination of a dossier item type for a workflow in InSite and OutSite
  7. Make a dossier item type visible in InSite and OutSite
  8. Features of a dossier item type
  9. Add a feature group
  10. Add a page for a dossier item in InSite
  11. Dossier and workflow in OutSite

Process

Workflow