Task Step - Attachments view
The Task Step page displays the workflow information, attachments,
data fields, workflow groups, milestones, and comment history for a work
item. You can enter any information needed for this step in the workflow
and complete the step or reassign the work item to another user. For more information, see View
and edit attachments.
The Attachments view contains the following controls and
content:
Views
Select the type of information to view:
- General displays the work item information, including the work
flow name (subject), the user who launched the workflow, the date and
time launched, the date and time received in the queue, the deadline
status, and any comments for the work item for this step in the workflow.
- Attachments displays a list of attachments for this work item.
- Data Fields displays any data fields defined for the work item
at this step in the workflow.
- Workflow Groups displays a list of the workflow groups defined
for this step in the workflow.
- Milestones displays a list of the milestones and associated
messages for the work item.
- History displays the comment history for each step in the workflow.
Actions
Select an action to perform for this step.
- Complete completes this step and moves the work item to the next
step in the workflow. Make sure that you have filled in any needed data
fields and added any attachments required for this step before you click
Complete.
- Return returns
the work item to the Inbox or queue for later processing.
-
Reassign assigns the work item to specific person to work on.
-
Status opens the work item in the Tracker application. You
can view the workflow history and step history.
Instructions
Displays any special instructions for this step in the workflow. The
person who created the workflow determines what instructions are included.
If the instruction text is not visible, click the Arrow icon.
Path
Displays the work item name and step name.
Attachment
Displays the hierarchy navigation to the selected attachment. You can
click All Attachments to view the top-level list of attachments.
Attachment
Lists the navigation path to the attachments currently displayed. You
can click a name in the hierarchy to navigate upwards. For example, click
All Attachments to see top-level list of attachment names.
Attachments
Lists the attachments for this step in the workflow. An attachment can
be either a single object or an array of objects, such as a document,
a folder, a stored search, a search template, a publishing template, or
a workflow definition file. Click an attachment name link from
the list to display the list of objects assigned to the attachment. If
no object is assigned to the attachment, then Unassigned is displayed
for the object name. You can click an object name to open it, or click
Get Info to view the information page for the assigned object.
NOTES
- In a workflow step that uses CE_Operations for a publishing operation, when copy publishing is selected, the attachment is returned immediately, and then the workflow continues to the next step. When a transformation operation is selected (PDF or HTML), the new document in PDF or HTML is published, but not returned as an attachment—the workflow continues to the next step without the transformed document as the attachment.
- If
you are using Netscape 6.0 or higher and cannot open a UNC file attachment,
contact your system administrator. A UNC attachment name looks like
file:\\machine_name\sharename\directory\file.ext. For example: file:\\D:\JanuaryReports\Region7.xls.
Assign
Click Assign to assign a file in an object store to the attachment.
Assign UNC/URL
Click Assign UNC/URL to assign a file on a network drive or on
a web server. For example, a file on your corporate intranet.
Unassign
Click Unassign to remove a file from the attachment.