This activity shares the entity (e.g. Document, Draft Document, Stack) being routed in the workflow. E.g. After a document has been routed for approval, this activity can be used to share the approved document with more number of users.
How to create a workflow to share a routed entity
| 1. | Select the Tools tab and click the Workflow Designer button. |
| 2. | This will bring up the Workflow Designer window and will also open a login window. Enter the username and password and click OK. |
| 3. | Click the New button. A new workflow designer window will open in the middle pane and will have various properties in the Properties pane. |
| 4. | Below are the properties for a new workflow:
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Workflow Property
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Description
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Name
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Enter a name for the Workflow.
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Description
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Add information about the workflow in brief.
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Duration (in days)
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Specify the number of days in which this activity should be completed. If this activity is not completed in the stipulated number of days, it will be marked as Red in the user's Inbox.
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| 5. | Drag the Share task from the Task pane and drop it on the <<Add Tasks here>> in the Designer pane. New properties will open in the Properties pane. The Share task will have the following properties:
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Property
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Description
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Name
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Provide a name for this task
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Duration (in hours)
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Specify the time in which this activity should be completed. If this activity is not completed in the stipulated time, it will be marked as Red in the user's Inbox.
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Share with
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Select the users with whom the entity should be shared
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Apply to child items
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Enter Yes to apply the security label to the child items of the entity being routed (for example it will apply the security label to a stack as well as all the documents related to that stack).
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Allow modify
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Enter Yes, if you want to allows users (with whom you are sharing) to modify this entity
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Allow delete
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Enter Yes, if you want to allows users (with whom you are sharing) to delete this entity
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| 6. | Click the Save button to save the changes in the Workflow. |
| 7. | Click the Publish button to publish the Workflow. |
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Page URL:
https://www.globodox.com/support/help/index.htm?share___activity.htm
