Make a response mandatory in an action of a workflow

You can specify that a user must add a response to an action in the workflow.

Example:

If the user rejects a task or lets a workflow expire, you want to save the reason for the rejection or expiration to ensure proper registration. You can accomplish this by making a response mandatory.

To make a response mandatory:

  1. Go to: CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item type..
  3. Go to the tab: Workflows.
  4. Open the properties of the workflow..
  5. Select the action.
  6. Specify whether you want to make a response mandatory in InSite and/or OutSite.
  7. Click on: Save.
  8. Click on: Publish.

Directly to

  1. Maintain a workflow
  2. Insert a task in a workflow
  3. Delete a task
  4. Make a response mandatory in an action of a workflow
  5. Checks for error messages in the workflow
  6. Change a workflow description
  7. Check the destination of a task
  8. Change the users in a workflow
  9. (Temporarily) block a workflow
  10. Delegate a task to another user
  11. Delete a workflow