Workflow follow-up

This page describes how to setup follow-up actions. You can define several follow-up actions for the workflow.

Creating follow-up action

While starting a workflow, the Initiator has the option to create follow-ups within the scope of the workflow.

In the respective dialog window, it is possible to choose the users or groups of users who shall perform the required actions. When creating a follow-up, it is also possible to set deadlines and choose specific actions for the users or groups.

Follow-up action can be chosen from the list of predefined actions (Note: The list of actions can be configured / extended by the elDoc administrator):

Follow-up actions can be customized per each assignee:

Before starting a workflow, follow-up actions can be added or edited by using the following buttons: .

Last modified: July 15, 2024