When processing an instance, you may need to ask other participants about the work item. To ask a question about the work item, you can send a consultation.
- In the Instance Detail panel,
select the
Notes tab (
). A table is displayed with the last consultation that you have received about the instance.
- Click on the New Consultation button (
). The Consult dialog box appears. - To specify the destination for the consultation, type a name in
the Participant text box, or
click the participant icon (
) next to the box and select a name from the list. If the list is long and has many pages, you can make it shorter by typing in a few characters of the participant's name and clicking on the participant icon.
Your consultation will be added to the instance, which will become visible in the Consultations view of the user you are consulting. The consultation itself appears under the Consultations tab when that user highlights the instance that contains it.
WorkSpace also adds every consultation as a note. As with any other note, consultation notes are visible to all users who can see the instance.