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Forwarding an Entry

If the recipient of a Flow Path entry cannot edit or acknowledge an entry themselves, there is the option to forward it to another user or user group. After forwarding, the selected recipient will be responsible for further processing of the entry.

Prerequisites

  1. The user who wants to forward the entry must be listed as the recipient of the respective entry.
  2. The status of the entry must be Created. Once the status has been changed, for example, through editing, responding, or acknowledging, forwarding is no longer possible.

Follow these steps to forward an entry:

  1. Open your Flow Path Entries via the Open tile in the role center or open the record that contains the corresponding Flow Path Entry.
  2. Select the entry you want to forward (Question, Information, or Task).
  3. Click on Forward in the action bar.
  4. Select the Group or User who should take over the entry.
  5. Confirm your selection.
  6. The selected Group or User will be notified of the forwarding. At the same time, the recipient of the entry will be changed to the chosen Group or User.

Note

After forwarding, the entry will no longer be assigned to the previous recipient, but to the newly selected group or user.

Important

Entries cannot be forwarded to Users who are currently in an Absence.

See also: