Workflow manage my recipients for inventory

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Workflow recipient assignment can be done in two levels.

Default recipients
  • In this level, user can define their own Default Recipients for each rule-role combination.
  • Default recipients set in the global configuration are displayed as well as default recipients in the user default recipients list.
  • A requester can add recipients to the default recipient, that lists under My recipients and the List type becomes personal.
  • A requester can also reset their default recipients to the global default recipients.
Review recipients
  • The workflow reviews are created by using review recipients lists or default recipients lists that are set for the rule-role combination.
  • A requester can add recipients to the review recipient list for an item's workflow review.

How to use workflow my manage recipients

On the Manage my recipients page, the user with workflow recipient permission can define a search criteria. The search criteria can include any combination of users, roles, and rules. The user can then choose to Add, Replace, Remove, or Reset to the global default recipients either as a bulk action or an individual action.

Note:
  • To remove or replace a user, make sure to include them in the search criteria first. Otherwise, you will only see the options to Add or Reset to the global default recipients
  • The Manage my recipients page displays all active and inactive rules.
When a user runs a search in workflow recipient manager, the results are grouped in three categories.
Default recipients
To manage default recipients, select the relevant items and click Manage my recipients. The Manage my recipients window opens where you can do the following actions:
  1. Select an action, user, and recipient type.
  2. Validate your actions by taking note of any warnings or errors the system brings to your attention.
  3. Review and run your chosen actions by clicking Save.
Review recipients
To manage review recipients, select the relevant items and click Manage my recipients. The Manage my recipients window opens where you can do the following actions:
  1. Select an action and a user.
  2. Validate your actions by taking note of any warnings or errors the system brings to your attention.
  3. Review and run your chosen actions by clicking Save.