In the Actions tab you can specify which action buttons should be displayed in the respective step. Use the action buttons to determine what the user can do when editing the step. When the user opens a step, the action buttons appear in the top action bar.
Properties |
Description |
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Action buttons By means of action buttons you define, what a user can do when editing a step. When the user activates a step an action button appears on the left side of the action bar. Apart from the action Save all other actions are displayed in the menu under the Send button.
Please note: For the JobRouter App only the action buttons for Send and Save are currently supported.
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Send |
•The rules of the step are executed. •The process continues with the subsequent step. |
End Process |
•The rules of the step are executed. •The process continues with the subsequent step. |
Abort |
•This option aborts the instance. |
Request |
•Check this box to adapt the menu dynamically. The selection list selection type appears. •The user can send a further inquiry to all Job Functions and users, or only to those Job Functions and users that you have assigned to the process. |
Assign |
•Check this box to adapt the menu dynamically. The selection list selection type appears. •The user can assign all Job Functions and users to the step, or only those Job Functions and users that you have assigned to the process. |
Postpone |
•The user can defer the step for a certain length of time. |
Back |
•The back button sends the instance back to the previous user who worked on it.
Please note: When executing the Back action, the data status from the previous step in the process is used. Saved changes from the step in which the Back action was executed are not displayed and cannot be used. |
Jump to Step |
•The user can forward the instance to another step inside the process. |
Selection Type |
If you activated Request or Assign the Selection type list will be displayed: •Process function and user: Only functions and users you assigned to the process can be selected. •All functions and users: Any user can be selected from the functions and users. |
Save |
•User input from the form is saved. |
Reserve when saving |
•If this option is enabled, a step will be automatically reserved for a user when he saves it. |
Additional step actions These will be displayed in a drop-down menu on the right side of the form.
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Reserve |
•The user may reserve the current step. |
Tracking |
•This button in the form would allow the user to access the JobRouter Monitoring section to consult the whole history of an instance.
Please note: •The tracking widget is only available if tracking was activated in the user profile. |
Comments |
•The user may add comments. |
Priority |
•The user can alter the priority of the current step. |
•A print button will appear in the step menu that optimizes the layout for printing. •In wide forms content may be cut off if they do not fit on one page width in the printed document. •Any integrations contained in the form are not printed. |
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Process Info |
•When you check this box, the person responsible for the process can modify the documentation. |
Instance History |
•Check this box to allow the user to see the instance history of the step. •A pop-up window shows the complete instance history of the selected instance. |
Process Flowchart |
•Specify if the user can see the process flowchart. |
Help URL |
•Enter a web address that contains the process documentation (for example, a PDF document in the data directory). |
