GLOBAL WORKFLOW MENU

Global Workflow Menu provides quick access to some common Workflow functions, such as sending email notification that the user has completed a task using the current application. Note that the Workflow Menu only appears when an application screen is in Workflow mode.

The table below describes Costpoint Global Workflow Menu functions. Note that not all menu and toolbar functions are available for all features. Unavailable functions are shaded.

Menu Option

Function

Workflow

Select this option to perform any of the following actions:

  • Re-Send Email - Select this option to route workflow activities and messages through email.

  • Activity Instructions - Select this option to view workflow cases, labels, and values, as well as activity instructions using the Activity Instructions screen.

  • Complete Activity - Select this option to complete a workflow activity.

See Administration » Workflow » Workflow Cases » Monitor Activities and Messages in the online help for more information.