Request for Information Activity
Use this page to specify the account attributes to be provided by the specified participant. If you do not have access control item permission to change the workflow, the information on this page is displayed in read-only mode.
- Activity name
- Specify a name for the request for information activity.
- Account type
- Select the service type of the account for which information is
to be provided. This list includes all of the installed service types
that do not represent an identity feed. This field is read-only when
you are making a change to a workflow.
The information displayed in the Account Attributes table varies, depending on the service type selection.
- Account Attributes table
- Lists account attributes, which vary by service type. To sort the table by a specific column, click the arrow in the column heading. The table contains these columns:
- Select
- Specifies an account attribute. To select one or more account attributes, select the check box adjacent to the account attribute. To select all account attributes, select the check box at the top of the column.
- Fields to Provide
- Identifies the account attributes.
If the table contains multiple pages, you can:- Click the arrow to go to the next page.
- Type the number of the page that you want to view and click Go.
- Participant type
- Select the participants who are responsible for managing the activity.
Ensure that the participants that you select are able to access the
To-Do list and that they have permission to view the account attributes.
- User name
- Click Search to locate and select a user as the participant. This field is displayed only when you select Specified user.
- Organizational role
- Click Search to locate and select an organizational role as the participant. This field is displayed only when you select Organizational role.
- Group
- Click Search to locate and select a group as the participant. This field is displayed only when you select Group.
- Escalation time in days
- Specify the number of days that the participant must act before the request for information activity escalates to the escalation participant.
- Escalation participant type
- Select the escalation participant who receives the request for
information. Ensure that the escalation participants that you select
are able to access the To-Do list and that they have permission to
view the account attributes.
- User name
- Click Search to locate and select a user as the escalation participant. This field is displayed only when you select Specified user.
- Organizational role
- Click Search to locate and select an organizational role as the escalation participant. This field is displayed only when you select Organizational role.
- Group
- Click Search to locate and select a group as the escalation participant. This field is displayed only when you select Group.