Managing Routes for an Object

You can add and remove routes configured for an object's lifecycle states. You cannot create a route from this page; you can only add existing routes based on route templates. You can only add routes for the object's current or later states, not for any prior states. Also, you cannot add a route to the object's final state.

Before you begin: View the Properties page for the object whose routes you want to manage.

  1. In the page toolbar, click Categories > Routes. The Routes page may be part of a Lifecycle/Review PowerView.

  2. From the Routes page Actions menu or toolbar, click Manage Route Approvals. The Manage Route Approvals page for the object opens, listing all currently configured routes for each state.



    The current state of the objects shows in bold. For more details about a route, click its name.

  3. To add a new route:

    1. Click for the needed state. The Find Route Template page opens.
    2. Enter a Name and Availability. See Selecting a Template for a Route.
    3. Click Find. The Select Route Template opens, listing the available templates.
    4. Select the needed route template. You can only select a single template.
    5. Click Submit.

  4. To remove an existing route, click its check box.

  5. Click Apply to save the changes and keep the page open; click Done to save the changes and close the window.

    If you added a route to the object's current states, it starts automatically when you click Apply or Done.

    If you removed a route, all tasks for that route are deleted.