What is the Workflow Brief?
A workflow brief refers to the content of a message you receive when handling a workflow.
In the workflow notification and 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.
What Does It Look Like?
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.
How to Set the Workflow Brief?
Step 1 Entering the Setting Page
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.
Step 2 Setting 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.
Step 3 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.
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