Assigning Permissions and Notification Settings on a Workflow Template
Workflow Manager 2014
You can assign permissions and email notification settings on a workflow template, and its individual workflow phases and steps, on the Permission and Notification tabs of the Template Details page. Then, when you create a project using that workflow template, the settings from the template would be copied to the project.
Note: You can override the default email notification settings for an individual workflow request, as described in Overriding Default Email Notification Settings for an Individual Workflow Request.
On the Template Details page, the permission and email notification settings are displayed on two separate tabs: Permission and Notification.
Setting Permission Settings
You specify permissions settings on the Permission tab of the Template Details page, which is available whenever a data group, data element, workflow phase, or workflow step is selected.
To set permission settings on a workflow template:
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1.
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Open a workflow template on the Template Details page. |
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2.
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Select a data group/element or workflow phase/step in the tree. |
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3.
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Open the Permission tab. |
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4.
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If you have a workflow phase or data group selected, use the checkboxes in the Read and Write columns for each role to specify permission settings. |
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5.
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Selections you make on a workflow phase/data group are inherited by their child workflow steps/data elements. Therefore, when you select a workflow step/data element, the checkboxes are disabled. However, you can override these settings. To set a permission for a data element/workflow step that is different from the permission for the associated data group/workflow phase, do the following: |
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a.
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Select the data element or workflow step in the tree control on the left. The check boxes in the Read and Write columns are disabled. |
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b.
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Next to the Role that you want to edit, click the lock icon to unlock the check boxes. You are notified that the role permission is inherited from the parent item and asked to confirm that you wish to stop this inheritance. |
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c.
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Click OK. The check boxes are now enabled. |
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d.
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Make desired selections in the Read and Write columns. |
Setting Email Notification Settings
You specify email notification settings on the Notification tab of the Template Details page, which is available whenever a workflow phase or workflow step is selected.
To set notification settings on a workflow template:
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1.
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Open a workflow template on the Template Details page. |
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2.
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Select a workflow phase or workflow step in the tree. |
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3.
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Open the Notification tab. |
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4.
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If you have a workflow phase selected, use the checkboxes in the Initiated, Rolled Back, Edited, and Completed columns for each role to specify notification settings. |
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5.
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Selections you make on a workflow phase are inherited its their child workflow steps. Therefore, when you select a workflow step, the checkboxes are disabled. However, you can override these settings. To set a notification setting for a workflow step that is different from the setting for its parent workflow phase, do the following: |
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a.
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Select the workflow step in the tree control on the left. The check boxes in the Initiated, Rolled Back, Edited, and Completed columns are disabled. |
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b.
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Next to the Role that you want to edit, click the lock icon to unlock the check boxes. You are notified that the role notification setting is inherited from the parent item and asked to confirm that you wish to stop this inheritance. |
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c.
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Click OK. The check boxes are now enabled. |
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d.
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Make desired selections in the Initiated, Rolled Back, Edited, and Completed columns. |
See Also
Template Details Page
Permission and Notification Tabs of Template Details Page
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