Select Followups Interface

The Select Followups page is divided into the following sections:

• The Applicable Followups section contains the list of all the possible followups that can be triggered on completion of current activity.
  
• The Selected Followups section contains the followups that are selected from the applicable followups to be triggered on completion of the current activity. If required, the attributes of the activities, such as, Assignee Type, Assignee value, Due On dates and so on, can be modified in this section.

1. From the drop-down list in the Applicable Followups section, select the required followups and click Add.

   Field	Description	Action
   Automatic Followups	All the selected automatic followups will be triggered.If an activity is completed without opening it, only the automatic followups are triggered.	All the automatic activities are selected, by default. Select or clear the selection of the required activities and click OK. Note: While defining the case model, if the followups are set as mandatory, they are selected and are noneditable.
   Manual Followups	All the selected manual followups will be triggered.	Select Manual. A Select Manual Activities section is displayed below. Select the required manual activities and click OK.
   Free Followups	All the selected free followups will be triggered.	Select Free Followups. A drop-down list appears, displaying various states of the case model. You can filter the free followups per state in a case model. Select the required state from the list. The list box below is populated with the activities of the selected state. Click OK.

2. The followups that are selected to be triggered for the current activity are displayed in the Selected Followups section below. Click OK. The selected followups are triggered.

   Field	Description	Actions
   Assignee Type	The target for assigning the activity. You can assign the followup to the following: * Work list * Team * Role * User	Select the type of target to assign the followup from the list.
   Assignee Value	The value for the assignee depending upon the assignee type selected.	Click , select the corresponding value from the Select dialog box that appears and click OK. Based on the assignee type selected, the Select dialog box contains the following: * Work list - Contains the name of the work list. * Team - Contains the name of the team. * Role - Contains the role description and the DN of the role. * User - Contains the name of the user.
   Due On	The date the followup is due.	Click and select the required date.
   Priority	The priority for the followup.	Select the required priority from the list.
   Instructions	Instructions or information to the assignee.	Click , type the instructions in the Add Memo dialog box that appears and click OK.

   To remove a followup from the list, select it from the Selected Followups section and click Remove.