Submit Information (Action)

The Submit Information action creates a user task.

Use it when someone must enter data, upload files, or complete a form before the process can continue.

The current status of the step is shown directly under the Step Type. Specific problems can be seen by expanding the box.

Use Task Name to give the step a clear label.

Use Add Instructions to tell the assigned user what to submit.

Keep both fields specific. Good labels make the task easier to find and complete.

Use Role to define who is responsible for the task.

Roles are configured at process level in the Roles tab.

Use Context to pass values into the task.

This can include system values like Executing-Actor and instanceID, or your own symbols.

Choose the symbols in Select Output that the user must provide.

These fields define the result of the task.

Use this for form values, uploaded content, or any structured input needed later in the process.

Open DETAILS for advanced settings.

Use Add Delay if the task should become active later.

Enable Workdays only if the delay should ignore weekends and non-working days.

Use Connections to review incoming and outgoing links for this step.

Use Data to manage automatic context modifications and local symbols.

Automatic context modifications update process values when the task is completed.

Local symbols store step-specific values that are only relevant inside this action.