Friday, July 11, 2008

Tip on Rejecting Documents in 372/9.5

The newer versions of Synergy allow you to Reject a document AND tell the creator why you rejected it. This is a lovely feature but doesn't seem to work out of the box. If you're getting an error to the effect of "Task can't create - Not allowed resource" here's the solution. When the document approver rejects the document and checks the box to inform the creator, Synergy creates a Task Request back to the document creator. The "out of the box" set up for that request type needs to be tweaked. The Resource field in the request needs to be enabled for ALL resource types, not just Employee resource types. Then the Task is created very nicely.