Reassigning a Workflow

You can reassign a workflow to another user if the step is active and assigned to you, if the step is queued to you, or if you are a manager for the workflow template. When you reassign a workflow, you move it to a queued state. Any one of the users to whom it is queued can acquire ownership. You will not see the Reassign action if Allow Reassign Users is not selected in the workflow template, unless you are a template manager.

To reassign ownership of a step:

  1. Search for the workflow and go to the Workflow Record page.

  2. Select the Reassign action to go to the Reassign Workflow dialog box.

  3. Click the search icon next to the User or Group field to go to the Users dialog box and select the users or groups to whom you want to reassign the workflow. When you select a group, the workflow is queued to all users in that group. If this is a secured record, only users with Full or Edit access to the record are available for reassignment.

  4. Select the Send Alert check box to notify users that this workflow has been reassigned to them. The notification will be sent as a workflow alert or an e-mail message, depending on settings in the recipient's user record.

  5. Enter a note in the Reassign Note field to provide information to the user to whom you're assigning the workflow. This text is included with the alert or e-mail message.

  6. Click the Save button at the bottom of the User dialog box to return to the Reassign Workflow dialog box.

  7. Click the Reassign button to reassign the workflow to the selected users.

The step is queued to the user or users you've selected and a step note entered on the Steps panel that indicates who reassigned the step, to whom it was queued, and the date of the reassignment. If you sent a notification message, the text of the message also appears on the Steps panel. Note that if you reassign a workflow to only yourself, you will automatically acquire ownership of the workflow.

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