Assign recipient roles to a workflow action

For workflow actions with the Send action item to OSM user checkbox selected, you need to define the recipient roles.

Assign recipient roles to a workflow action

1. On the Tools menu, point to System management and click Entities and workflow.

2. On the Maintenance of entities and workflow window, right-click an entity and click Workflow actions on the context menu.

   

   The Workflow actions window opens.

3. Right-click a workflow action and select Recipient roles. This option is only available on workflow actions with the Send action item to OSM user checkbox selected.

   

4. Click New on the main toolbar to add a row.

5. Click the Lookup icon to select an already defined recipient role for workflow actions.

   

6. Click Save on the main toolbar.

   Inactive roles will display a strikethrough.

See also

• View users for recipient roles