Modify or rename 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

Reason lists are created to provide users with predefined reasons for putting workflow items on hold. To modify a reason list for putting an item on hold, complete the following steps.

  1. Complete one of the following actions, depending on the situation.
    Situation Steps
    Modify a hold reason list in Management Console
    1. In Management Console, in the left pane, under Select Department, select a department from the list.
    2. In the left pane, click Workflow.
    3. Click the Reason Lists tab.
    4. Click the list you want to change and then click Modify.
    Modify a hold reason list in Workflow Designer
    1. Double-click the queue.
    2. In the Queue Properties dialog box, click Reasons in the left pane.
    3. In the Select a reason list to use when placing items On Hold in this queue list, click the list you want to change and then click Modify.
  2. In the Reason List dialog box, on the General tab, change the name and description if necessary.
    Note: You cannot change the name of a system list (Apply Signature, Void/Expire Digital ID, or Void Signature).
  3. To make the reason list inactive, clear the Is active check box.
    Note: You cannot disable a system list.
  4. In the List Members tab, add, remove, or rearrange reasons.
  5. Click OK.