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Workflow configure inbox

The next step in creating the workflow is to configure the user inboxes so when the status is changed, the object is sent to the next task and user.

About this task

Continuing as a user in the administrator group in the web client, under the Settings tab:

Procedure

  1. Click Inbox Definitions tab in the left pane.
  2. Do one of the following:
    • To create an inbox, click the Add button under Available Inboxes. Continue with the next step.
    • To view or modify an existing inbox, select the inbox to modify then click theProperties button under Available Inboxes. Skip the next step then continue with the step describing the modification or configuration you want to make.
  3. Enter a name for the inbox.
    An inbox with the same name is generated in the Inbox tab.
  4. Choose a user role to restrict access to this inbox.
  5. Choose the status property.
    This property indicates the statuses an object can be in when appears in the inbox.
  6. Choose the Condition Object property.
    This defines the type of objects that can appear in the inbox.
  7. Choose the Current user identified as property.
  8. Specify the buttons. A button defines how a user can route a document from inside the inbox.
    1. Enter a unique name for the action.
      This is the option as the user sees it in the inbox.
    2. Link it to a particular action.
      The action defines the status the selected object(s) move into .
  9. Click OK to create the new inbox.