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Participant selection

As a workflow author, administrator, or participant, at various times you will need to specify participants, such as assigning a participant to process a step, reassigning a step to another participant, or specifying the members of a workflow group. The procedure you use to specify participants depends on the type of user authentication your system has.

To specify one or more participants, use the procedure that corresponds to your interface

FileNet Workplace
  1. In the Participant Selection dialog, select the type of user names you want to see: Workflow Groups, Users, or Groups. (If you select Workflow Groups, skip to step 5 below.)
  2. In the Starts with box, enter all or the first part of the user name to search for.
  3. Click the Search button to display names that match the string you entered.

    The maximum number of user names that can be returned is limited by a setting in Workplace preferences—"Group and User maximum filter size" under Display > General Settings. If you receive a warning that the number of users exceeds the maximum that can be displayed, you can submit a more specific name to reduce the number of possible matches.

  4. In the list of names, select one or more.
  5. Click to add the selected participants to the list on the right.
  6. Click OK to save your changes and close the dialog.

Other options

Add all

To add all available participants to the list of selected participants, click .

Remove

To remove a participant from the list of selected participants, select the name to remove (in the list on the right), then click .

Remove all

To remove all participants from the list of selected participants, click .

FileNet Web Services Client FileNet Open Client
  1. In the Participant Selection dialog, select the type of user names you want to see: Workflow Groups or Users.
  2. In the list of available participants in the left column, select one or more.

    TIP To quickly find the desired user in the list of available participants, enter the first few letters of the user name in the small box above the list.

  3. Click to add the selected participants to the list on the right.
  4. Click OK to save your changes and close the dialog.

Other options

Add all

To add all available participants to the list of selected participants, click .

Remove

To remove a participant from the list of selected participants, select the name to remove (in the list on the right), then click .

Remove all

To remove all participants from the list of selected participants, click .

NOTE If a question mark (?) is displayed next to the name of a participant, that user is unknown to the system—the name might have been removed from the list of users. If you remove that user name from the list of participants for a step, that name cannot be re-added.