Workflow Brief

Introduction

Functions

A workflow brief refers to the content of a message you receive when handling a workflow.

Application Scenarios

In the workflow notification and the workflow management, an approver on a node can view the fields selected in Brief. In this way, it will be more convenient for the approver to view and differentiate workflows. A maximum of six fields can be ticked.

Preview

Setting Procedure

Where to Set

Go to Workflow, click an approval node, and set Brief in Field Permissions. You can set Brief for all nodes in a workflow except end nodes.

Supported Fields

The followings are the fields, for which you can set Brief in the workflow:

Single Line, Multi Line, Number, Date&Time, Radio, Checkbox, Single Select, Multi Select, Serial No., Member/Members, and Department/Departments.

Note: You cannot set Brief for the fields in a subform.

Saving Settings

After finishing all the settings, click Save in the upper right corner to save all the settings in Field Permissions, and then return to the app-visiting page.

Demonstration

1. Display a brief in the workflow management.

For example, the system displays a workflow brief in My Tasks.

2. Display a brief through Workflow Reminder

For example, the system notifies the corresponding approver via email, and the approver can view the brief in the received notification.