You use the Workflow Inbox to review, to route,
and to
complete your task assignments. A task assignment is a record that
is routed to you for action, based on the information contained in
a workflow process. Records that are listed in your Workflow Inbox
are assigned to you.
Before you begin
You must have security
permissions to configure the portlets
that display on your Start Center, including configuring the Workflow
Inbox.
About this task
The description that displays in the Inbox
portlet is
the description of the step from the workflow process, not the description
of the record. For example, the description for a purchase order task
might be "Supervisor approval."
Procedure
- Click Edit Portlet (pencil
icon) in the Inbox/Assignments header to display the Inbox/Assignments
Setup application.
- You can perform
the following actions in
the Inbox/Assignments Setup application:
- Change the display name of the portlet
- Indicate how many rows to display in the portlet
- Select the columns that are displayed in the portlet
and modify their descriptions
- Indicate the
order that the columns are displayed
by entering a value in the Order column
- Click Finished.
What to do next
You must complete the assignment in your Workflow
Inbox before
the record can move to the next step in the workflow process.