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:
Search for the desired user or group names.
Select the Users option or the Groups option
to refine the list of names available.
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.
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.
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.
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".
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.
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.
Click Accept to save your changes
for participants.