Limiting the Users Listed in a User Selection Field
To limit the users associated with a project or view that will be listed in a user selection field in a step:- On the Context Limits tab of the Edit Step dialog box, clear the Use global workflow context limits for this step check box if it is selected.
- From the Context tree view, select the project or view for which you want to limit the associated users listed in a user selection field. The Add button is enabled.
- Click Add. The Select Property dialog box opens.
- From the drop-down list, select the Property for which you want to limit the list of available users.
- Click OK.
- Select the same user selection field under Property on the Context Limits tab of the Edit Step dialog box.
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Do one or both of the following:
- Click the Add Users button to select the user(s) to be listed in the user selection field. Use the Ctrl or Shift key to make multiple selections.
- Click the Add Groups button to select the group(s) to be listed in the user selection field. Use the Ctrl or Shift key to make multiple selections.
Note: Clicking the All Users button will remove all previous selections and list all the users associated with the selected project or view in the user selection field.
-
Optionally, click the
Add References button to select the user selection field(s) for which you want the same list of available users. Use the
Ctrl
orShift
key to make multiple selections. -
Optionally, select the
Use global workflow context limits for this step check box to set the same user selections for every step in the workflow.
Note: User selections are automatically set globally on the Context Limits tab of the Workflow Properties dialog box.
- Click OK.
- Save the workflow.