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 Manage Workflow Groups dialog box 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 box, 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, complete the following steps.
    1. Select which user names to show: Users or Groups.
    2. If you are working in a multiple domain environment, select the appropriate domain.
    3. In Starts with, enter the first few letters of the user or group name, then click Search.
    4. Select one or more user names in the returned list, then click Add to move the names to the Selected users list.

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

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.

  1. To modify the member list of other workflow groups, select another group from the list at the top of the dialog box.
  2. When you are finished modifying workflow groups, click OK.
  3. 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.