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Process Tracker
Getting started
View workflow
Edit workflow
  Select work
  Lock work items
  Unlock work items
  About step properties
    General steps
    Launch steps
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    Step assignments and milestones
    Step routing properties
  View route properties
Manage workflow
   

Manage Workflow Groups dialog box

Use the Manage Workflow Groups dialog box to add or remove participants in an existing workflow group. See About workflow participants for further information about workflow groups.

To manage workflow groups

  1. If the Workflow Groups dialog is not open, select the active step in the map, then select View by Step on the Step tab.
  2. On the Workflow Groups tab, double-click the name of the Workflow Group you wish to modify.

    On the Manage Workflow Groups dialog, the Selected Users box lists the users who belong to the workflow group you have selected. In a multi-participant step, this is a combined list of all users from all work items in the step, even if the participants of the selected workflow group vary between the various participants' work items.

  3. To add users to the workflow group, select one or more items in the Available users list and click .

    To remove users, select one or more items in the Selected users list and click .

    NOTE  For systems using Active Directory, if a base group has been set above Users and Groups, members of that Builtin group will be available for selection in user and group lists. These users should not be used as workflow participants.

  4. To modify the member list of other workflow groups, select another group from the list at the top of the dialog.
  5. When you are finished modifying workflow groups, click OK.
  6. Click Save All Changes on the toolbar.

The work items you have locked remain locked after you save your changes. When you are done making changes to the work items, you can unlock them, or leave them locked in order to perform other tasks.

   

Caution Changes made in Step view affect all of the underlying participant work items in the step.

Save All Changes

TIP When you exit, Process Tracker prompts you to unlock any workflows you have left locked.