To select a manager using the Manager dialog box:
- In the Type drop-down filter select whether to display Users, Roles or All. The listing is populated by Users, Roles or both accordingly, in alphabetical order.
Note: When used to define the Manager of workflow to be started by an alert, the Type dropdown also includes Approved. This displays the contents of the Manager and Alternate managers fields as defined on the Instance defaults step of the selected workflow.
- Enter a character string in the Search field to display only names (first or last) associated with the selected Type that matches the search string. Make the Search field blank to redisplay all names associated with the current selection in the Type field.
- Depending on the context, the listing will include additional options at the top such as:
- [None] - which can be selected temporarily but before enabling a workflow, all manager fields must be defined
- <Same as workflow> - which allows the Step manager to be inherited from the Workflow
- <As defined in the workflow> - which allows the alert which starts the workflow to use the pre-defined workflow instance manager.
- Select a user, role or one of the additional listings and then click OK.