Select Participant

The Set Properties - Step Information - Select Participant page lets you search for and select users and groups for a specific step in a workflow.

To select a participants for a step

  1. Search for the desired user or group names.
    1. Select the Users option or the Groups option to refine the list of names available.
    2. Type one or more characters for the beginning of the names to search for. For example, to locate users named aalberto and amoss, type a. All user names beginning with "a" are returned. You can narrow the search by entering more characters. For example, aal would return aalberto and aallen, but not alemon or amoss.
    3. Click Search. After a brief delay, the matching names are displayed.

      NOTE  If the number of matching names is greater than the default for displaying, not all matches are displayed. You will need to change the search criteria and click Search again to see more results.

    4. When you are satisfied with the results, select the desired names from the Available Participants list. Click the Add One button to add the name to the Current Participants list. Or, click the Add All button to add all users to the list. You can use Ctrl+Click or Shift+Click to select more than one name in the list.
    5. If needed, repeat the search to add additional names. For example, to add the users jsmith and wwilson, you would need to search for users beginning with "j" and then search for users beginning with "w".
  2. To remove a participant, select the desired user name from the Current Participants list. Click the Remove One button to remove the name from the Current Participants list. Or, click the Remove All button to remove all users from the list.
  3. You can specify that only a certain number of approvals are required, rather requiring that all participants approve the step. Select the Yes create voting approval routing check box, and enter the number of approvals required.
  4. Click Accept to save your changes for participants.