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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 |
- 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.)
- In the Starts with box, enter all or the first
part of the user name to search for.
- 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.
- In the list of names, select one or more.
- Click
to add the selected
participants to the list on the right.
- Click OK to save your changes and close the dialog.
Other options
Add all
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To add all available participants to the list of selected participants, click
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Remove
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To remove a participant from the list of selected participants, select the
name to remove (in the list on the right), then click .
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Remove all
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To remove all participants from the list of selected participants, click .
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FileNet Web Services Client |
FileNet Open Client |
- In the Participant Selection dialog, select the type of user names you want to
see: Workflow
Groups or Users.
- 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.
- Click
to add the selected
participants to the list on the right.
- Click OK to save your changes and close the dialog.
Other options
Add all
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To add all available participants to the list of selected participants, click
.
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Remove
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To remove a participant from the list of selected participants, select the
name to remove (in the list on the right), then click .
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Remove all
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To remove all participants from the list of selected participants, click .
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NOTE If
a question mark (?) is displayed next to the name of a participant,
that user is unknown to the systemthe 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.
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