Understanding Workflow Defaults

When you define a role as a query, the system determines who should receive work items at runtime. Possibly, no users meet the criteria for the role. For instance, a query that returns the buyer assigned to work with the vendor of the ordered item might fail to return a user if someone orders an item from a new vendor.

The default user should be someone in your information systems department who is an expert in PeopleSoft Workflow. This administrator is typically responsible for reassigning the work items to another user and for updating the route control information so that future items are routed appropriately.

PeopleSoft Workflow can route work to users through the user’s worklist or by email message. You can suspend all routings of a particular type by clearing the appropriate option: Worklists Active or Email Active. Before PeopleSoft Workflow performs a routing, it checks these settings.

The Delete Pooled WL When Select option allows the user to specify when the system should remove pooled worklists from another user's queue. The Previous User field reflects only the last user ID assigned to a worklist item. The system updates the value when a user accesses the Worklist and Worklist Detail pages, the Worklist tab for a user profile, or the Worklist Entry Updates page. If you have developed any custom worklist maintenance pages, you must update this field manually.