View and edit group members
A workflow group is the list of users assigned as participants for a particular step in the workflow. Depending on the workflow definition, you can change the group members if needed.
To view members for a work item
- Navigate to the desired work item in Tasks.
- Click the work item name link to open the Task Step.
- The assigned users are listed to the right of the step name.
To edit group members for a work item:
- Click the Step name link for the desired group. The Modify Groups page opens.
- Search for the desired user or group names to add to the workflow
group.
- Select the domain to search. Click the down arrow for Select in, and then select the desired domain name from the list.
- 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 Add One to add the name to the Current Participants list. Or, click Add All 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 Remove One to remove the name from the Current Participants list.
- Click Accept to return to the Task Step page.
- Click Apply to save your changes.
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