Manage Workflow Groups - NUUPMW

Security roles that involve Workflow are separated into their own entity known as Workflow groups. A security administration uses the Manage Workflow Groups plugin to define and configure Workflow groups and to assign users to those groups. You can select this page from the main BusinessPlus menu tree or through the use of the Administrative Console, Manage Workflow Groups tab.

Group ID: Identifies the Workflow group. The limit is 16 characters.

Group Title: Describes the Workflow group. This description appears in the group combo box on the activity setting dialog box. The limit is 30 characters.

Enable Workflow Instance Hold Capability: Select this field to indicate the Hold capability for the users in the Workflow group. The Hold option allows users in the group to place a task-listed item on hold indefinitely, as well as add Threaded Notes to indicate the reason for the hold. Anyone in the same group can take an action to move it from the Hold status by approving, forwarding, or rejecting the task-listed item. The task list will display a white (active) hand when the hold option is available. If not selected, the hold capability is disabled for all users in that group and displays as a greyed-out (inactive) hand on the task list.

Choose User Group:

• <Not Selected>

• N (Priority within Group): Select this option from the list to assign to the Workflow group on a priority basis. The first available ID in the group definition will always be selected first when assigning a BusinessPlus User ID within a Workflow group. If the first one is not available, then the second BusinessPlus User ID will be assigned the activity, and so on.

• Y (Round Robin): Select this option from the list results to assign to the Workflow group on a round robin basis. This means that the assignment will be made in an attempt to balance the workload. If the first BusinessPlus User ID in the Workflow group has two current assignments for the Workflow model and the second BusinessPlus User ID has none, then the second one will be assigned the activity.

Workflow Group Assignments

After you create a Workflow group, you must assign BusinessPlus User IDs to the group.

1. From Find mode, select the Workflow group.

2. From the Assigned Users panel, click + Add User, and then click the lookup button in the User column. The Priority column sets numbers automatically as you add users.

3. A user icon appears in the Assigned Users panel. Add users as required.

4. Click Save.

If the Workflow group type is Priority within Group, the order of the BusinessPlus User IDs in the Workflow group is the order followed when making Activity Action assignments. To change the order of the list, select the assigned user, use the arrows on the Assigned Users list to move the user to the preferred priority within the list.

To remove a BusinessPlus User ID from the Assigned Users list, click Delete on the assigned user row, and then select Yes in the Delete Record confirmation window.