Claim an Activity from Entity Attributes Page

You can claim an activity from an entity attributes page or from the Activities home page.

When claiming an activity, the following conditions apply:

  • You must have WRITE permissions on activities within the Entity Security section of Security Administration.
  • The activities are available to you to claim. An activity is available to be claimed if one of the following is true:

    The claim rules for the activity have been specifically set to your user name or a user group which includes your user name.

    The activity has no claim rules set.

  • The activity you are claiming belongs to a workflow which is not paused.
  • The activity you are trying to claim is not already assigned to another user.
To claim an activity from an entity attributes page:
  1. Navigate to an entity attributes page. 
  2. Select Activities.
  3. Click an activity you want to claim.
    To find a specific activity, use the Set Filter option.
  4. Click Claim .
    Claimed activities are removed from the Unclaimed Activities tab and are added under the My Activities tab on the Activities home page (GO TO > Activities > My Activities).