Add a reason list for putting an item on hold - Manage Documents - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Documents

Platform
Perceptive Content
Product
Manage Documents
Release
Foundation 24.1
License

When putting an item on hold in a workflow queue, the user must select the reason for the change from a reason list. To create and edit a reason list, complete the following steps.

  1. Complete one of the following actions, depending on the situation.
    Situation Steps
    Create a hold reason list in Perceptive Content
    1. InManagement Console, in the left pane, under Select Department, select a department from the list.
    2. In the left pane, click Workflow.
    3. On the Reason Lists tab, click New.
    Create a hold reason list in Workflow Designer
    1. In Workflow Designer, double-click the queue.
    2. In the Queue Properties dialog box, click Reasons > New.
  2. In the Reason List dialog box, type a name and optional description for the reason list and then leave the Is active check box selected.
  3. On the List Members tab, add, remove, and rearrange reasons as necessary.
  4. Click OK.