Define Document Routing - A summary of the activity

  Workflow Management - An Overview

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Prerequisites

The “Define Document Routing” activity allows you to define the document routing based on the direct path or on a process rule. This can be used effectively in the case where the document has to be routed across areas. The document routing can also be specified, if there is more than one forward task in the same document such as, ‘authorize’ followed by approval for a leave application created.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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...to carry out task

Define Document Routing - Choose Task

Selecting task for defining document routing

Define Document Routing

Defining document routing

User Identification

Identifying users

Specify Users

Specifying users

Value List

Specifying values for parameter

Enable Notification

Enabling notification messages

User Information

Maintaining user information

Help On Resource Rule

Getting help on resource rule

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Prerequisite

Across area document routing, if any, must have been identified in the workflow input metadata. Also, the areas in which more than one succeeding tasks are present must have been identified in the workflow input metadata. Process Rule must have been defined through “Define Process Rule” activity for “Rule Driven Document Routing”. Message must have been defined through “Define Message” activity for attaching the message to the state.

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