You can use the Manage Workflow Groups window to assign
users to or remove users from a workflow group.
Workflow groups represent one or more users or groups.
For more information about workflow groups, see About workflow participants.
Changes
made at the workflow level affect all work items contained in the
workflow. See About workflows vs. work items for more information
about the ramifications of updating at the workflow level.
Table 1. Criteria and value to manage workflow
groupsCriteria |
Value |
In Look for, enter |
Workflows or work items |
Set search mode to |
Edit |
Select multiple rows? |
Yes |
Requires prior lock? |
Yes (manual or automatic) |
Retains lock status when done? |
Yes |
To manage workgroups:
- Select the desired rows in the results pane.
- From the Tasks menu, click Workflow
Groups.
- The Workflow Group list contains
a list of all workflow groups found in the selected work items. Each
workflow group in the list is not displayed in every work item. From
the list, select the workflow group you want to modify. The Selected
users box lists all of the users assigned to the workflow
group you have selected.
The users that make up the
workflow group can differ from one work item to another within the
selected work. Users that are common to all work items containing
the workflow group are displayed in normal print. Users that are not
common to all work items are disabled.
- To add or remove users to the workflow group, select one
or more users or groups. See Participant selection for detailed instructions.
Note: For systems with Active Directory, if a base group
has been set above Users and Groups, members of that Builtin group
is available for selection in the user and group lists. These users
cannot not be used as workflow participants.
- Click OK. The changes you make to
the workflow group apply to all selected work items that contain the
workflow group. Work items that do not contain the workflow group
are not affected.
- When you are done with your changes, click Save
Selected Changes or Save All Changes on
the toolbar. The workflows you have locked remain locked after you
save your changes.
Note: When you change to a work item and save the change,
the change is not displayed in the workflow roster until you unlock
the work item.