Set substitutes

The Portal ›› The web portal (IYOPRO Web) ›› Workflow ›› Tasks ›› Substitutes ››
Parent Previous Next

Define task substitutes

Workflow tasks can have specific substitutes. Those task substitutes can be determined in the related task forms. Press the button 'Configure Substitutes' to open the configuration.

You have the following usage options:

Enter the name of a user or group to filter the list of available substitutes

Either press the arrow to the right or double click on the selected entry to switch the status of selected users and groups from available to configured

Either press the arrow to the left or double click on the selected entry to remove the selected users and groups from the configured substitutes back to available substitutes

Define standard substitutes

Standard or default substitutes can be configured for every team. These specified substitutes will be responsible for every task while the actual user is absent. These standard substitutes will only be informed about tasks that do not have specific task substitutes.

Standard substitutes can either be configured for oneself or for someone else (IYOPRO App).

If you want to configure the substitutes for someone else, navigate to the User node in IYOPRO App. There you can select a user and configure his or her substitutes. Of course, you can also select your own user.

Alternatively, to configure standard substitutes for yourself, you can either click on the "Substitutes" button in the Start menu or open a workflow task and click on the "Configure Substitutes" button in the Task menu

The mechanism to set standard substitutes is equal to task substitutes which is described above.