Open topic with left hand navigation
While in edit mode, Proliance displays at the top of the page the workflow action recommended by the sender of the document. You can use the "Workflow" button to change or select an action if none was recommended. For more information, see "Performing a Workflow Action".
The required fields are marked with asterisks and may also be highlighted. For more information, see "About Required Fields".
From an activity document, you can… | Preconditions | New State |
---|---|---|
In Review Submit the activity document for review. |
None. |
In Review |
Approve Approve the activity document. |
None. |
Approved |
Reject Reject the activity document. |
None. | Rejected |
Complete Complete the activity document. |
None. | Completed |
Cancel Cancel the activity document. |
None. | Canceled |
Reset to Draft Reset the activity document to the draft state. |
None. | Draft |