Using Work Item Forms

Forms enable you to view and update information for work items. "State" forms provide a view of work items; "transition" forms provide an editable view.

Forms are perhaps the most customizable aspect of SBM. Your administrator can tailor forms to show or hide various elements, for example. Your privileges can also impact the information you can see and update.

Along with viewing and updating information, you can perform these actions from individual work items:

Use transitions to move items through a workflow or business process.
View details or a collaborative view, referred to as the Social view.
Apply basic formatting to certain Text fields and to notes and e-mail messages
Send e-mail messages about the items.
Attach notes and files to items.

Transitioning and Updating Work Items

When you view a work item, buttons are typically available at the top of the form. Your administrator may move them to a different location on the form, however, and the transitions available to you depend on your privileges and the work item's current state in the process flow.

To transition a work item, click the appropriate button, provide data on the form as needed, and then click OK.

Sending E-mail Messages From Work Items

Use one of these methods to send an e-mail to users from any item:

Click Send E-mail from the Actions drop-down. (This option is not available to users with External or Occasional User product access.)
Click any user's name that appears as a link.
Click the E-mail icon next to any Multi-User field. The users and groups selected in the field are added as e-mail recipients, up to a total of 10 users or groups. If you choose to use your preferred e-mail client, groups must first be removed from the recipient list.

You can add and remove recipients as needed.

Use the Rich Text Editor to format content as needed. Images, attachments, or hyperlinks that you add to the message are added as attachments to the current work item.

You can also use your preferred e-mail client to format text. Depending on settings made by your administrator, the body of your e-mail messages may be attached to the current work item. Attachments are also added if your administrator has enabled this option.