COMPLETE ACTIVITY

Use this subtask to enter roles to which notifications are sent when the currently selected activity in the Activities table window of the Manage Workflow Models screen needs to be completed. Use to add a new row to the table window.

Role

Use this field to enter, or use to select, the workflow role to which notifications will be sent when it is time to complete this activity within the workflow. This activity displays in the activity inboxes of the users associated with this role.

To use an email system to receive notification of activities and messages, you must complete the email section of the Configure System Settings screen. Also, you must activate email on a user-by-user basis in the Manage Users screen.

Filter

This field displays the filter associated with this role. If there is a filter, you must add the filter to the Case subtask when you save this screen. If there are more than one filters associated with this role, you can use to select which filter to use.

If you add the filter to the case labels, the routing of the activity may be limited to a set of users within the role. The activity will be routed to users associated with the filter value corresponding to the case label value for the workflow case. If there is no filter value related to the value of the case label or there are no users associated with the filter value, the activity will be routed to the entire role.

Priority

Use this field to enter a number to indicate the level of importance (1 = highest priority and 100 = lowest  priority) of this activity in relation to the other activities defined for this or other workflows. This priority level displays alongside the activity in the activity inboxes and helps the users know when to complete the activity.