Workflow Block Purposes
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When an item is forwarded to another user with any of the ‘Block Progress’ option enabled, then the sender should be able to mention the reason for performing forward operation with block progress. Even though the document is forwarded to a user with block progress, the receiver might not understand the urgency, that the workflow is blocked, and may not respond to it quickly. Also, most Project sites, consultants who receive the forwarded documents are not allowed to see the workflow tab; hence they  should have a facility for noticing that the workflow is blocked.  Also, there is no indication in the workspace folder to indicate that an item is blocking the progress. Hence a provision to define Workflow Block Purpose is available.

To create a workflow block purpose

  1. On the Masters window select Workflow.
  1. On the list of master types listed click Workflow Block Purposes. PURPOSE OF BLOCKING PURPOSE WINDOW is displayed. If there are any blocking purposes created, it is displayed here.
  1. On the tool bar click New. Add Details window is displayed.

Figure: Purpose of blocking progress window

  1. On the window enter the purpose of blocking progress.
  2. Select the status from a drop-down list. Options available are Active and Inactive. 

If the selected status is ‘Active’, the ‘purpose of blocking progress’ can be used by the users in the forward window with block progress. If the selected status is ‘Inactive’, the purpose cannot be used by the users. However, if the purpose is used earlier, then it will be displayed.  The purpose will no longer appear in the drop-down in the Forward operation window.

  1. Click Save to store changes.

Editing and removing a purpose of blocking progress

A purpose that is saved can be edited or removed.

To edit a blocking progress purpose

  1. On the window select the purpose that is to be edited.
  2. On the tool bar click Edit.

Edit Details window is displayed.

Figure: Edit Details window

  1. On the window edit the existing values and click Save.

Changes are saved successfully.

To remove a purpose

  1. On the window select the entry for removal.
  2. On the toolbar click Remove.

A message Do you want to remove the selected items is displayed.

  1. Click Yes to remove the selection.