K2 BLACKPEARL PRODUCT DOCUMENTATION: USER GUIDE
Worklist Actions

K2 Workspace - My Worklist Actions Menu

Select one of the following Worklist Item actions by clicking the drop down arrow in the Folio column:

Watch a short video on how to use the different Actions in the Worklist  (Length 9 minutes)

  

Fig. 1. Folio Actions

Feature What it is
Open Selecting Open will open the work item in the selected forms technology such as InfoPath or an ADO.NET form
Sleep Pauses or suspends a work item for a period of time. The work item is visible but cannot be actioned
Redirect This feature allows a user to send the selected work item to a specific workflow participant to process. The work item will be removed from  the current users Worklist and will appear in the selected user's Worklist.
Delegate Allows a work item to be allocated to a different user for processing. The delegator can determine which actions the delegate can perform. The work item will appear in both the delegator and delegate's Worklist. The first user to select the work item will process the item
Data Fields This feature allows the user to view the Data Fields of the selected work Item
View Flow This feature provides a detailed view of the actions taken during the process
Action(s) Displays the actions available on the task such as Approved or Declined

To learn about dynamic roles and advanced destination planning, including specific examples of activity planning based on common business scenarios, visit the following link http://k2underground.com/files/folders/technical_product_documents/entry20948.aspx

See Also

 

 


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