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Process Reference  
Process Designer
Getting Started
Workflow Properties
  General properties
  Advanced properties
  Attachments
    Define an attachment
  Participants
    Assign Trackers
    Define a workflow group
  Data fields
    Define a data field
  Milestones
    Define a milestone
    Milestone usage
  Submaps
    Create and manage submaps
    Submap usage
  Specify field usage in steps
  Select existing fields
  Field merge types
  Expression builder
Steps
Routes
Validate & Launch
   

Assign Trackers

Although it is not required, every workflow definition should have one or more users or groups assigned as trackers to monitor events and help resolve problems when the workflow is running. See About Tracking for general information.

To assign trackers to the workflow

  1. If the Workflow Properties dialog is not open, select Workflow Properties Workflow Properties tool from the Process Designer toolbar.
  2. On the Workflow Groups tab, select the predefinedF_Trackers workflow group and click the Modify button on the Participants bar.
  3. In the Participant Selection window, select one or more available participants and add them to the list of selected users for the F_Trackers workflow group. See Participant selection for additional information about selecting users.
  4. In the Description field, you can optionally enter authoring-related information about the F_Trackers group for future reference.
   

TIP If the same users will track this workflow every time it runs, assign specific users or groups to F_Trackers.

To specify different trackers each time the workflow runs, select the Launch step and make F_Trackers a parameter. Put instructions in the Launch step prompting the launch user to assign appropriate participants to the F_Trackers workflow group as part of the launch tasks.

NOTE  If you assign a specific user to F_Trackers and that user does not exist at the time the workflow is launched, the tracker items for this workflow will go to the Conductor (error) queue. This situation can occur if the username has been deleted or if the workflow is run on a different system.