Pending Tasks - field descriptions

Shows the name of the action or step that is assigned to this role, group, or user in the workflow.

An indicator that shows whether this action supports conditional branching.

Click an icon to complete an event. The events that are available for selection are configured by the Optiva administrator in the Action page.

A subset of events may only be available for selection.

For example, if your step in the workflow is to approve a new master formula, only the Approve and Reject icons may be visible.

Select a filter from the list. This filter controls which workflow tasks are shown in the grid. For example, All My Tasks shows only the tasks that are assigned to you, your group, or your role. The Optiva administrator configures the filters.

Initially, the instructions default from the Action Set form.

To change the default instructions and font style, click the Action link. Then, use the WIP Detail dialog to specify the new text and font style. You can apply bold, italics, underline, strikethrough and colors to this text.

Select a parameter filter and make that filter the default for your own user id. Master Users (who are defined in the Role page) will be prompted to assign the default filter to the user code, lab code, role, or global lab (@DFLT). User code is the most specific assignment, meaning it takes precedence over the most general assignment, which is @DFLT.

The user who completed the prior action that resulted in the current action.

Type of data object targeted by the workflow task (e.g.,Formula).