Modify workflow task properties

You can customise the properties of a task. You cannot change the task type.

You can modify different fields depending on the type of task.

Contents
Adjust a To be dealt with task

For a task of type To be dealt with, the fields concerning the dossier item, extra actions and a linked message are available. You can change these fields.

To change a To complete 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. Select the task.
  7. At the right, in the Properties frame, you see the data regarding the status, options and any linked messages of the workflow. You can change this data. For example, you can add icons, place the action in a category and specify if a response is mandatory.
  8. Click on: Ins_Wortkflow Beoordelen inschrijving inrichten (10) after Task intended for.
  9. Select the destination of the task.

    This depends on the control of the workflow selected.

  10. If required, change the other properties.
  11. Click on: Publish.

    A message is displayed.

  12. Click on: OK.
Change a For info task

You use a For info task to inform users that the workflow has reached a particular point.

An example of a For info task is when you want to inform your sales employees that a new improved version of a specific article is available.

To modify the For info 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. Select the task.
  7. At the right, in the Properties frame, you see the data regarding the status, options and any linked messages of the workflow. You can change this data. For example, you can add icons, place the action in a category and specify if a response is mandatory.
  8. Click on: Ins_Wortkflow Beoordelen inschrijving inrichten (10) after Task intended for.
  9. Select the destination of the task.

    This depends on the control of the workflow selected.

  10. If required, change the other properties.
  11. Click on: Publish.

    A message is displayed.

  12. Click on: OK.
Change the dossier item

For a task you can specify that the dossier item may be changed by the user.

To change a dossier item for a workflow 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. Select the task which the user may use to change the dossier item.
  7. Open the frame Dossier item.
  8. Select the Change dossier item check box.
  9. You can now set up the following:
    • Edit description: the user can change the description of the dossier item.
    • Change comment: the user can change the comment of the dossier item.
    • Change attachments: if you have set up the dossier item type so that a file can be linked to the dossier item, then, for this dossier item, you can specify that the Attachment is modifiable.
    • If you select the Change features (new workflow) check box, you can select another workflow directly from the opened workflow.

    Example:

    If, in the Afhandeling vacature Financiën workflow, the financial manager thinks after reading the letter that the applicant is better suited for internal sales he can then directly arrange this by selecting the 'Internal sales service' feature.

    • If you select the Change destination check box then you can select another employee to complete the task. Furthermore, you can specify whether the dossier item should return to the start of the workflow or whether it should continue in the current task.
  10. Click on: Save.
Change an attachment

For a task, you can specify that the attachment may be changed by the user.

To change an attachment for a workflow 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. Select the task which the user may use to change the dossier item.
  7. Open the frame Dossier item.
  8. Select the Change dossier item check box.
  9. You can now set up the following:
    • Edit description: the user can change the description of the dossier item.
    • Change comment: the user can change the comment of the dossier item.
    • Change attachments: if you have set up the dossier item type so that a file can be linked to the dossier item, then, for this dossier item, you can specify that the Attachment is modifiable.
    • If you select the Change features (new workflow) check box, you can select another workflow directly from the opened workflow.

    Example:

    If, in the Afhandeling vacature Financiën workflow, the financial manager thinks after reading the letter that the applicant is better suited for internal sales he can then directly arrange this by selecting the 'Internal sales service' feature.

    • If you select the Change destination check box then you can select another employee to complete the task. Furthermore, you can specify whether the dossier item should return to the start of the workflow or whether it should continue in the current task.
  10. Click on: Save.

Directly to

  1. Build a new workflow
  2. New workflow without basis
  3. New workflow based on an existing one
  4. Add a task
  5. Change a task
  6. Copy rights from another task
  7. Delete a task
  8. Add an action
  9. Extra actions for a task
  10. Adjust an action
  11. Configure the Action confirmation screen
  12. Add a follow-up task to an action
  13. Delete an action
  14. Add a condition to a workflow
  15. Add custom fields to an action
  16. Assign a value to fields in the workflow
  17. Submit a new dossier item from dossier item
  18. Link a message to a task or an action
  19. Overview of tasks and actions
  20. Custom table for status in workflow