Inviting Additional Participants to a Task

You can allow a task assignee to invite other participants into the workflow before routing it to the next assignee in this workflow. For example, assume the approval workflow goes from James Cooper to John Steinbeck. If this option is checked, James Cooper can decide to first route it to Irving Stone before it goes to John Steinbeck.

To invite additional participants to a task:

In the Advanced section of the Edit Participant Type dialog box for the serial type, click the Advanced icon to expand the section (if not already expanded).
Select Allow this participant to invite other participants.
Note:

For the serial participant type, additional participants can be invited as follows:
- Globally specifying that the ad hoc participants can be invited at anytime. In this case, even in a sequential workflow, approvers can invite other participants at any level in the sequential workflow.
- Specifying that an ad hoc invitation of other participants can be done only in specific points in the workflow. In this case, other ad hoc participants are invited only when a series is complete.