When you have finished your activity you must indicate that you are done so that the system can move the workflow to the next state and show it to the owner of that state.
To do the state transition:
- Go to your Workflow.
- Select the next state from under the actions drop-down
of the Workflow. The possible transition(s) are listed first in the drop-down. - Enter your Comments.
- Click the Assigned To drop-down list and select the assignee for the next state. This is only visible if the state transition requires the next assignee to be selected.
- You can enter the Hours you have spent on the Workflow and select the appropriate Time Code for this.
Checking the Send For Approval, will submit the time-entries for approval to the PM. - Select Notify Requestor option, if you want to notify the requestor of the transition and comments. This field is only visible if the Use Requestor Field? is checked when defining the Workflow.
- Click Submit. The process will be updated with the changes.
A user who is assigned to the Workflow or having Perform Action privilege can perform this action.