You can use this window to do the following:
View general information about the tasks
Create notes and upload attachments for the tasks
Pick up the tasks
Process the tasks
Forward the tasks
To open this window, from the SAP Business One Main Menu, choose
.In the Workflow Worklist window, select the task.
Choose the Details pushbutton.
Displays the ID/name/type of the task. To specify the information, use the Workflow designer in SAP Business One Studio. |
Displays the priority of the task. |
Displays the status of the task. Note To view the error information in the Workflow Message Log window, click the link arrow to the left of the Status field when Error is displayed. End of the note. |
Displays the date on which the task was assigned to the task owner. |
Displays the date on which the task is due. |
Forwards the task to another user. |
Lets you pick up/process the task. |
Displays the owner of the task. The task owner is the only user that can process or forward the task. Clicking the link arrow to the left of the owner opens the Users – Setup window. |
Displays the participants of the task. |
Displays the allowed length of time to complete the task. |
Displays the ID of the instance to which the task belongs. Clicking the link arrow to the left of the ID opens the Workflow Instance window. |
Displays the user that created the instance to which the task belongs. |
Displays the description of the task. To specify the task description, use the Workflow designer in SAP Business One Studio. |
Displays the object and the code of the document used in the task. To define the input data for a user task, use the Workflow designer in SAP Business One Studio. |
Displays the object and the code of the document that is processed in this task. After the task is completed, a link arrow is displayed to the left of the Code field. Click this link arrow to open the task document. |
Creates notes for the task. |
Note
The following three buttons are editable only after you have chosen the New button.
Lets you publish the note to all the tasks of the instance to which the current task belongs. |
Lets you publish the note only to the current task. |
Lets you post the note. |
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Choose this pushbutton to select the location of the attachment for the task. |
Displays the attachment for the task. |
Choose this pushbutton to delete the attachment for the task. |
Displays the file path of the selected attachment. |
Displays the name of the selected attachment. |
Displays the date on which the attachment is selected. |