Route Identity Card

The identity card provides basic information about the route.

This page discusses:

Fields

Field Description
Route Name The name of the route. The name can be auto-generated.
Maturity State Modifies the maturity state of the selected objects.

The menu on the toolbar includes the following actions based on the current state of the route.

Start : Only shows for a route that has not been started, or that was stopped. Starts the route by creating and assigning the first order tasks.

Stop : For a route in process, stops it. Stopping a route has no effect on completed tasks, but assigned tasks cannot be completed and no more tasks are activated until the route is resumed.

Restart : Restarts a route from the first task if a Task was rejected or the route was stopped. Only shows for routes that have a status of Stopped. Routes can contain concurrent tasks defined as 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 when the route was stopped. When the route restarts, only the completed task at that level is recreated.

Resume : Resumes a route that had been stopped by the route owner. The route resumes from the task where it was stopped. Only shows for routes that have a status of Stopped.
Owner Current owner of the route.
Collaborative Space Collaborative space that owns of the route.
Modified The most recent date that changes were made to the route.
Template The route template from which this route was created.
Description The detailed description of the route. If there is no description provided, nothing appears in this column. This field does not appear when you collapse the identity card.

Commands

Command Description For More Information
Menu Click to view the identity card's context menu. Delete is the only available action.

You must confirm that you want to delete the route. Route creators can delete routes regardless of the current state of the route.

Deleting a route removes all information about the route, including all of its tasks, and stops any further tasks from being created.

On premises only: Your Administrator can configure routes that are used for Approvals so that they cannot be deleted after they are started, even when the route is complete. This rule does not apply to routes with the route purpose of Standard or Review.
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Expand Click to show full information in the identity card. —
Collapse Click to show minimal information in the identity card. Not all fields appear when you collapse the identity card. —
Information Click to view the Information panel. The following tabs are shown. -
Properties Properties
Relations

The following types of relations are shown for routes.

  • Route of: Object and route relation.
  • Route Task: Route and task relation.
  • Initiated Route: Route and route template relation.
  • Task Assignee: Task and assignee relation.

 Relations

Exploring Relationships Between Objects
Options Route Options
History History

Context Menu

The commands that show in the context menu depend on the current maturity state of the route.

Command Description
Delete Deletes the route.
Save as Template Creates a template from this route.

If this route was created using a route template, you can opt to revise that template or create a new template. If this route was not created from a route template, you can only create a new template from this route.