Use the Manage Workflow Groups window
to add or remove participants in an existing workflow group.
Important: Changes made in Step view affect
all of the underlying participant work items in the step.
To manage workflow groups:
- If the Manage Workflow Groups window
is not open, select the active step in the map, then select View
by Step on the Step tab.
- On the Workflow Groups tab, double-click
the name of the Workflow Group you want to
modify.
On the Manage Workflow Groups window,
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.
- To add users to the workflow group, complete the following
steps.
- Select which user names to show: Users or Groups.
- If you are working in a multiple domain environment,
select the appropriate domain.
- In the Starts with field, enter
the first few letters of the user or group name, then click Search.
- 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.
- To modify the member list of other workflow groups, select
another group from the list at the top of the window.
- When you are finished modifying workflow groups, click OK.
- Click Save All Changes on the toolbar.
Important: For systems using Active Directory,
if a base group has been set above Users and Groups, members of that
Builtin group are available for selection in user and group lists.
These users should not be used as workflow participants.
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.
Tip: When you exit, Process Tracker prompts you to unlock any
workflows you have left locked.