Difference between revisions of "Setting the Step Role in an Acknowledgment Workflow"
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Next you will select the people that will participate in this step. You can choose: | Next you will select the people that will participate in this step. You can choose: | ||
* One or more specific people for a single [[Role|role]]. | * One or more specific people for a single [[Role|role]]. | ||
* All the people in a single [[Role|role]]. | * All the people in a single [[Role|role]]. | ||
| − | * Or let the initiator of the [[Workflow|workflow]] choose a specific person from a [[Role|role]]. | + | * Or let the initiator of the [[Workflow|workflow]] choose a specific person or people from a [[Role|role]]. |
The [[User|users]] and [[Role|roles]] are will be listed in the '''Selected Users''' box. | The [[User|users]] and [[Role|roles]] are will be listed in the '''Selected Users''' box. | ||
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* The * '''Assigned Users''' [[Role|role]] is used to send messaging to [[User|users]] who are in the '''Assigned''' field of a '''Level Two''' activity. This [[Role|role]] is only available for '''Level Two''' [[Workflow|workflows]]. | * The * '''Assigned Users''' [[Role|role]] is used to send messaging to [[User|users]] who are in the '''Assigned''' field of a '''Level Two''' activity. This [[Role|role]] is only available for '''Level Two''' [[Workflow|workflows]]. | ||
| − | [[ | + | {{PrevNextStart}} [[Setting the Message Type in an Acknowledgment Workflow]] |
| + | {{PrevNextMid}} [[Selecting Recipients in an Acknowledgment Workflow]] | ||
| + | {{PrevNextEnd}} | ||
Latest revision as of 10:05, 31 July 2013
Next you will select the people that will participate in this step. You can choose:
- One or more specific people for a single role.
- All the people in a single role.
- Or let the initiator of the workflow choose a specific person or people from a role.
The users and roles are will be listed in the Selected Users box.
1. Click the Role Lookup button.
Special Roles
There are three built-in roles that can be used in a workflow: Originator, Initiator and * Assigned Users.
- The Originator role is used to reference the name of the person that started the workflow. This could be the person that submitted an expense claim, added a file to a workflow or added a new employee.
- The Initiator role is used to reference the name of the person that initiated the current task in the workflow. This refers to the person that approved the current step of an expense claim, or reviewed a document loaded into a workflow enabled Smart Folder.
- The * Assigned Users role is used to send messaging to users who are in the Assigned field of a Level Two activity. This role is only available for Level Two workflows.
