Action workflow

By default, the progression of an Action follows the Workflow illustrated below:

Actions.png

By default the Default Permissions (users allowed to read or write the object) and the Default Responsibles (users responsible for moving an object from one state to another) are set to all users at the Workflow level.

Upon any transition, the user will be prompted to enter comments in a popup. These comments will then be available for review in the Workflow Information dialog box.

Settings

Comments will be disabled if the Enable Actions Workflow Comments option available in the System Settings workspace, Work Management Settings folder, Work Items tab is switched off.

The user will be prompted to take a specific action when reaching the “Closed” Workflow State:

  • No further action

  • Turn the Action into a Task

  • Turn the Action into a Deliverable