About External Workflow Processes
Trimble Unity Construct's External Workflow Participation functionality may or may not be available on your account. If it is determined there is a need for this feature during the implementation, it will be enabled.
The external workflow participation allows external users to receive process steps in the form of documents and act upon those documents via email. Their information is sent and received via email and automatically routed into the system without their having to log into Trimble Unity Construct. This feature provides tremendous flexibility when working on large projects that include many participants and actors, all of whom may not be licensed Trimble Unity Construct users. It allows that information to be emailed and sent back automatically without human intervention. This supports collaborating with external participants, saves valuable time and allows you to better manage large projects.
External workflow processes cannot be created for processes that include the following:
- Cost process configuration
- Company data field
- Company on Project data field
- Process Lookup data field
- Project data field
Configuring External Workflow Processes
In short, to configure an external workflow process, ensure that the following minimum settings are configured, and then go on to creating the workflow as usual.
On the Workflow Properties page, select the Allow Workflow to be Started via Email check box
On the Edit Step Properties page, select one of the External Participation check boxes.