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Workflow Tab Actions Section Actions

 
Workflow Tab Actions Section Actions
1

Approve Radio Button

1. Approve Radio Button
If this radio button is selected, when you click the Save button:
  • The step will be logged as "Approved"
  • The step will disappear from your workflow inboxes and the inboxes of any delegates or team input members
  • The step also be removed from the inboxes of any other approvers if this is a multi-approver step with the "Any can approve" option selected
  • If configured, workflow messages will be sent to selected people
  • You will not be able to take another action for this step
2

Return Radio Button

2. Return Radio Button
If this radio button is selected, when you click the Save button:
  • If configured, you will be prompted to select the person to whom the record should be returned. (If you are not prompted, PMWeb will automatically return it to the correct person.)
  • The step will be logged as "Returned"
  • The step will disappear from your workflow inboxes and the inboxes of any delegates or team input members
  • The step also be removed from the inboxes of any other approvers if this is a multi-approver step with the "Any can approve" option selected
  • The record Status field will be marked as "Returned"
  • If configured, workflow messages will be sent to selected people
  • You will not be able to take another action for this step
3

Reject Radio Button

3. Reject Radio Button
If this radio button is selected, when you click the Save button:
  • The step will be logged as "Rejected"
  • The step will disappear from your workflow inboxes and the inboxes of any delegates or team input members
  • The step also be removed from the inboxes of any other approvers if this is a multi-approver step with the "Any can approve" option selected
  • The record Status field will be marked as "Rejected" and the record will be locked for editing
  • If configured, workflow messages will be sent to selected people
  • You will not be able to take another action for this step
4

Withdraw Radio Button

4. Withdraw Radio Button
If this radio button is selected, when you click the Save button:
  • The step will be logged as "Withdrawn"
  • The step will disappear from your workflow inboxes and the inboxes of any delegates or team input members
  • The step also be removed from the inboxes of any other approvers if this is a multi-approver step with the "Any can approve" option selected
  • The record Status field will be marked as "Withdrawn" and the record will be locked for editing
  • If configured, workflow messages will be sent to selected people
  • You will not be able to take another action for this step
5

Final Approve Radio Button

5. Final Approve Radio Button
If this radio button is selected, when you click the Save button:
  • The step will be logged as "Final Approve"
  • The step will disappear from your workflow inboxes and the inboxes of any delegates or team input members
  • The step also be removed from the inboxes of any other approvers if this is a multi-approver step with the "Any can approve" option selected
  • The record Status field will be marked as "Approved" and the record will be locked for editing
  • If configured, workflow messages will be sent to selected people
  • You will not be able to take another action for this step
6

Delegate Radio Button

6. Delegate Radio Button
As soon as you click this radio button, if delegating is allowed for the step, the Delegate Step Dialog opens. After closing the delegate step dialog you must click the Save button for the action to take effect.
 
If you delegate the step you are stilled allowed to take your normal workflow actions such as approving the step which will automatically cancel the delegation.
 
Note that delegating does not remove the step from your workflow inboxes
7

Team Input Button

7. Team Input Button
Click this button to open the Team Input Dialog.
 
Note that adding/editing team input does not remove the step from your workflow inboxes
8

Save Button

8. Save Button
After selecting the radio button for Approve, Return, Reject, Withdraw, Final Approve, or Delegate you must click this button for the action to take effect.
9

Delete Workflow Button

9. Delete Workflow Button
Clicking this button clears all workflow activity from the record and allows the record to resubmitted.