How To
Summary
Workflow recipient manager simplifies the task of adding and removing recipients for the user.
Objective
On the Manage 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, or remove recipients, either as a bulk action or an individual action.
Steps
When a user runs a search in workflow recipient manager, the results are grouped in three categories.
Global recipients- To manage global recipients, select the relevant items and click Manage global recipients. The Manage global recipients window opens where you can do the following actions:
- Select an action, user, and recipient list type.
- Validate your actions by taking note of any warnings or errors the system brings to your attention.
- Review and run your chosen actions by clicking Save.
- User default recipients
- To manage user default recipients, select the relevant items and click Manage user default recipients. The Manage user default recipients window opens where you can do the following actions:
- Select an action, user, and recipient list type.
- Validate your actions by taking note of any warnings or errors the system brings to your attention.
- Review and run your chosen actions by clicking Save.
- Reviews awaiting approval recipients
- To manage reviews awaiting approvals recipients, select the relevant items and click Manage reviews awaiting approval recipients. The Manage reviews awaiting approval recipients window opens where you can do the following actions:
- Select an action and a user.
- Validate your actions by taking note of any warnings or errors the system brings to your attention.
- Review and run your chosen actions by clicking Save.
Additional Information
Note:
The option is only available to users with the necessary Workflow recipient manager permissions.
The Manage recipients page displays all active and inactive rules.
Document Location
Worldwide
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Product Synonym
MRO IO, MRO
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Document Information
Modified date:
20 June 2023
UID
ibm17005807