Route Template Options

The Options tab shows the options selected for the route template. If the template is in the Draft state, you can edit the fields.

To access this tab:

  1. Open the required route template.
  2. Click .
  3. Click Options .

You can click Edit to edit the relation information. The fields work the same as when you create a route template.

See Also
Creating Route Templates
Field Description
Start Route on Completion The name of the template the route was created from, if any. For more information, see Linked Routes.
Route Completion Action Only shows if you selected a template for Start Route On Completion. Determines what happens when the route is complete:

Action Description
Notify Route Owner When all tasks are completed, the system sends a notification to the route owner.
Promote Connected Object The system automatically promotes the object when the route is completed, assuming no other routes or requirements are blocking promotion and the route owner has promote access for the connected objects. The route owner is also notified of the route completion.

If you have already added content to the route, you can only select this option if the route owner has promote access to that object.

Scope Determines the members that can be assigned tasks for the route.
Revert User Groups Assignment Defines what happens when restarting or resuming a route when a person from a user group has accepted a task:

Option Description
Retain person assigned when restarting/resuming a route The same person who accepted the task is assigned the task when the route continues.
Reset to the original User Groups when restarting/resuming a route The task is reassigned to the user group and can be accepted by any one in that user group.

Select users from user group When the task assignee is a user group, determines if the route creator must select someone specific from the user group.
  • If Yes, the task must be assigned to someone in the user group before the route can start.
  • If No, the task is assigned to the user group and anyone in the user group can complete it.