Find answers to frequently asked questions about collaborating
with other users in Process Portal.
Who can I collaborate with?
You can invite
people from the following groups of users to collaborate with you
on a task:
- Subject matter experts for the task type
- Experienced users who have completed tasks of this type
- If the task was assigned to a team before you claimed it, anyone
in this team
- If the task was assigned directly to you, anyone in the teams
that you belong to
Why is the Collaborate action
not available for my task?
This issue can occur for one
of the following reasons:
- You are not the owner of the task. To be able to collaborate on
a task, you must own it. If the task is assigned to a team, open the
task so that you become the owner. If the task belongs to someone
else, you must wait for the owner to invite you to collaborate on
the task.
- The form that the task uses does not support collaboration because
it contains Heritage Coaches.
- Use one of the other collaboration options. Either post a comment
on the task from the Stream tab or work directly
with one of the experts for the task from the Experts tab.
- If you are a process designer, consider replacing the Heritage
Coaches with a non-Heritage Coach.
- You have not opened the task within Process Portal. Collaboration
is not available outside of Process Portal.
Can I collaborate with an expert if they are not online?
From
the Experts tab for your task, you can see
the expert whom you want to work with to complete your task. Although
the expert is not online, you can still invite this person to collaborate
on the task. After the expert logs on to Process Portal, the
invitation is available in the @Mentions list.
When I enter a name, I get too many users back. How
do I find the exact person whom I am looking for?
For example,
you entered ben as the user name, but the list
of names contains all the users whose user names or display names
include "ben", for example, benjamin, adminben, sam benwell. To limit
this list of names, enclose the name that you enter in quotation marks.
For example, to collaborate with ben, enter "ben".