Ad Hoc Recipients Tab

The Ad Hoc Recipients tab allows you to interrupt the normal workflow routing of the document and include individuals or groups in the routing path. Ad hoc routing does not supersede the normal workflow routing of the document but is in addition to the normal routing.

The Ad Hoc Recipients tab has two sections: Person Requests and Ad Hoc Group Requests. Use one or both of the sections to route the document to a person, group, or both.

Description: WorBD91

Ad Hoc Recipients tab definitions:

Field Name

Description

Action Requested

 

Required. Select the desired action from the Action Requested list. The choices are APPROVE, ACKNOWLEDGE, and FYI.

Person

Required when routing the document to an individual. Enter a user ID or select it from the lookup Description: searchicon.

Ad Hoc Group Requested

Required when routing the document to a group. Enter a group name or select it from the lookup Description: searchicon.

Note: For more information about ad hoc routing, see Ad Hoc Routing.

More:

Route Log Tab