To select a performer using the Performer dialog box:
- In the Type drop-down filter select whether to display Users, Roles, Groups or All. The listing is populated by Users, Roles, Groups or all three of them accordingly, in alphabetical order.
Note: When used to define the Manager of embedded workflow (started by a host workflow) the Type drop down also includes Approved. This displays the contents of the Manager and Alternate managers fields as defined on the Instance defaults step of the selected embedded 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. Empty the Search field 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 Performer fields and the Manager of the embedded workflow field must be defined.
- <Step manager> - Which allows the Performer or Manager of Embedded Workflow to be inherited from the Step
- Select a user, role, group or one of the additional listings and then click OK.