Fill in the information concerning the requester of a work item

When a user creates a work item, by default, this user is considered to be the requester for that instance. There are some cases where the creator of a work item is not necessarily the requester of the work item. We can take the case of a work item started by customer service as a result of a call from a customer. In this case, the initiator of the request is the customer and not the customer service that will start the work item.

Follow the next steps to perform this configuration:

  1. Open the desired process in the process editor.
  2. Go to the “properties” tab and to the “execution” part.
  3. Enable the “Requires requestor” option.

From then on, when executing a work item in this process, the responsible for the first task will not be able to advance the work item until he completes the requester information for that work item.

 

 

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