Workflow Transferring

Introduction

Functions

The Transfer function means transferring a workflow to another member to handle.

Application Scenarios

In some workflows, a workflow initiator can select an approver to handle a workflow. If the initiator selects a wrong approver, or the approver responsible can not handle the workflow on time for some reason, the workflow can be transferred to another one.

Preview

Take the Problem – Solving Request form as an example: In the Translation department, Peach is responsible for task A and B, and Melon task C and task D. When the initiator in a workflow wrongly selects Peach as the approver to handle task C, Peach can transfer the task to the right approver (Melon).

Setting Procedure

Designing a Workflow Form

Add a Member field, and set Field Name and Available Options. Take the Problem–Solving Request workflow form as an example. A workflow initiator can select different members from the Translation department for workflow approval according to their duties.

Designing a Workflow

After designing a workflow form, you need to design a workflow.

Go to Auto-assign > Member field, and tick Approver that you add when you design the workflow form. In this way, when a workflow initiator initiates the workflow, the workflow will be assigned to the approvers in the Translation department.

The initiator may not know what a member's duties are in the Translation department, and select a wrong approver. In the scenario, you can set Transfer at a node to avoid the mistake. If you receive workflows that you are not responsible for, you can transfer the workflow to the right approver.

Demonstration

If you receive a workflow that you are not responsible for, you can click Transfer to transfer the workflow to the right approver.

a. On PC

b. On Mobile