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