Route Properties Page

This page lists information about any route that you created or that you are included in. The Bookmark Root owner can view information for a route for the Bookmark Root, if they are a member of the route.

Required access roles: If you have access to an object, you have access to its routes.

To access this page:

  1. Open the required route. For more information, see Opening a Route.
  2. Click the Properties page tab.

This topic describes:

This page discusses:

See Also
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Fields

Field Name Description
Name The name assigned by the route creator.
Owner The person who created the route.
Description The purpose or intent of the route.
Originated The date the route was created. If the route was not started immediately, this could be different from the date and time the route was started.
Route Completion Action Determines the events that will occur when the route is complete.

Action Description
Notify Route Owner When the route is complete (all tasks are completed), the system sends a notification to the route owner.
Promote Connected Object For routes with content for which the route owner has defined lifecycle block states. The system automatically promotes the object when the route is completed, if no other routes or requirements block the promotion. The route owner is also notified of the route completion.

Activity State

State Description
Not Started You began creating the route but didn't start it yet, so no tasks have been created yet. Only the route creator can access Not Started routes.
Started The route has been started but not all members have completed their tasks.
Stopped A route member has rejected the route (chosen Reject for the task approval status) or the route owner manually stopped it.
Finished All members have completed their tasks for the route.

Scope Determines the members that can be assigned tasks for the route. See Scope of a Route for details.
Template The name of the route template used to create the route, if any. To see information about the template, click its name. See Route Template Properties.
Route Base Purpose Determines the kind of tasks included in the route.

Purpose Description
Standard The route can include tasks that require the assignee's approval or comment, or tasks intended only for notification or information.
Approval The route includes only tasks that require the assignee's approval.
Review The route includes only tasks that require the assignee's comment.

Auto Stop on Rejection Determines what happens when a task in the route is rejected:

Action after Rejection Description
Immediate The route stops immediately.
Deferred The route stops after other tasks at the current level are completed or rejected.

Actions/Toolbar Commands

Action Description For More Information
Edit Details Edits the route's name or description. Click Done when finished. You can edit its name, description, and route completion action even after the route has been started.

You cannot edit a route that has been completed or archived.

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Set Task Escalation Configures notifications about potentially late tasks. Configuring Task Due Date Notifications
Save As Template Saves the route as a template.

You must have the Leader access role.

 Saving a Route as a Template
Start Route Starts the route. This is only available for the route owner and when the route has not yet been started.

You must own the route to start a route.

 Starting or Resuming a Route
Stop Route Stops the route. For a state-based route, you can choose whether or not to demote the connected object. Stopping a route has no affect on completed tasks, but assigned tasks cannot be completed and no more tasks are activated until the route is resumed. -
Subscribe Requests that you be notified when a task is completed or content is added to the route. If the route is Finished, this option is not available.

You can use this action to subscribe to or unsubscribe from events for this route.

 Subscriptions Page
Push Subscriptions Requests to notify other people when a task is completed or content is added for the route. This action is only available for the route owner. Pushing Subscriptions
Restart Route Restarts a route from the first task if a route task was rejected or the route was stopped. This button is available only for routes that have a status of Stopped.

Routes can contain concurrent tasks set to Any (meaning only one of the tasks needs to be completed). If any task at that level was completed the other tasks at that level were deleted, and when the route restarts only that task at that level is recreated.

You must own the route to restart a route.

 Processing Rejected or Stopped Routes
Resume Route Resumes a route that had been stopped by the route owner, or because the object was demoted (for state-based routes). The route resumes from the task where it was stopped. This button is available only for routes that have a status of Stopped.

You must own the route to resume a route.

 Processing Rejected or Stopped Routes
Transfer Ownership Transfers the ownership of the route to another user. Moving Content (Transferring Ownership)