Sending Instances to Participants

You can send a work item to the next activity and assign it to a specific participant.

To send a work item to a participant:

  1. To display a list of work items, in the left pane, click a view name.
  2. In the right pane, click the checkbox for the work item you want to send.
  3. In the Work Item toolbar, click the Send To Work Item button.
  4. In the Send To dialog box, select the participant for the next activity and click Send. For some processes, you might have to specify the activity you are sending to.

The instance is sent. Other users will not be able to work on the sent work item until the selected participant has performed an action on it.