Assign a follow-up task to an action

You can link an action to a follow-up task. This follow-up task can be an action in the workflow, the end of the workflow or a new task in the workflow.

If a request for more information is required then you add the action Complete, whereby you link the first action of the workflow as a follow-up task. The sender can add the information and resubmit the workflow.

You can set up when the action goes to the follow-up task. You can choose between:

• After selecting action
• Conditional
• After action selection by multiple users

After choosing action to follow-up task

If the workflow should continue to the follow-up task directly after the action has been selected, then select After choosing action.

You do this, for example, because information is missing or because you are not allowed to review the request.

To set up a follow-up task after choosing an action:

1. Open Profit.
2. Go to: CRM / Dossier / Configuration / Dossier item type.
3. Open the properties of the dossier item type..
4. Go to the tab: Workflows.
5. Open the properties of the workflow..
6. Click on: the first action of the workflow.
7. Select where the follow-up task goes to:
   • an existing action
   • the end of the workflow
   • a new task
8. Select After selecting action for To follow-up task if.
9. If applicable, add more tasks and actions.
10. Click on: Publish.

After choosing action multiple users follow-up task

If the workflow should continue to the follow-up task after multiple users have completed the action, then select After choosing action multiple users.

For example, you do this if a for info task needs to be read by different users and the task may continue further after this in order to be completed.

To set up a follow-up task after choosing action multiple users:

1. Open Profit.
2. Go to: CRM / Dossier / Configuration / Dossier item type.
3. Open the properties of the dossier item type..
4. Go to the tab: Workflows.
5. Open the properties of the workflow..
6. Click on: the first action of the workflow.
7. Select where the follow-up task goes to:
   • an existing action
   • the end of the workflow
   • a new task
8. Select After action selection by multiple users for To follow-up task if.
9. If applicable, add more tasks and actions.
10. Click on: Publish.

Conditional to follow-up task

If a condition means that the workflow should continue to the follow-up task, then select Conditional.

You do this, for example, because information is missing or because you are not allowed to review the request.

To set up a conditional follow-up task:

1. Open Profit.
2. Go to: CRM / Dossier / Configuration / Dossier item type.
3. Open the properties of the dossier item type..
4. Go to the tab: Workflows.
5. Open the properties of the workflow..
6. Click on: the first action of the workflow.
7. Select where the follow-up task goes to:
   • an existing action
   • the end of the workflow
   • a new task
8. Select Conditional for To follow-up task if.
9. Select a value for Condition.
10. If applicable, add more tasks and actions.
11. Click on: Publish.