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Knowledge Base / Administrators – Essential Workshops / Steps – Setting up an Editing Project

Section 11: Assign users to workflow steps

Created on 09th October 2017 at 12:44 by Jamie O'Connell



This section shows you how to assign users to workflow steps.

The following content is an excerpt of our workshop. To see this lesson in context, please refer to "Workshop 2: How to create an Edit Job Workflow (Steps 9ff.)".

NOTE:
A detailed description of any window used here can be found in the 'User Interface Description' sections.

Let's get started!

Assign Users to Workflow Steps

In order to drag and drop users from the 'Users and Groups' window to their workflow steps you need to open the 'Users and Groups' window:

  1. Double-Click any 'Drop users here' slot: Double-clicking in an empty user slot will open the 'Users and Groups' window.
  2. Click 'Settings > Users and Groups': The 'Users and Groups' window can also be opened via the menus.
  3. Drag & Drop Users: Drag and drop users into their workflow steps. Multiple users can be assigned to each workflow step, if desired.

NOTE:
It is important to note that all users assigned to a workflow step have equal rights for that part of the job. Thus, one user could complete a workflow step without the other user ever having seen it.
If you want to be sure that all users will see a job, they should be assigned to different steps within the workflow track.

NOTE:
The users on a workflow track can only edit content from the content group to which the workflow track belongs.
For example, in our workflow above, if we left it like it is, Ringo Recipe would only have access to the content within the "edit_text" content group. He would not be able to edit any content from the "edit_image" group because he is currently not assigned to that workflow track.

NOTE: Assigning "Variable" Users

You can also assign 'variable users' to a workflow. A variable user is a placeholder that will be populated with a specific username when the workflow is started.

There are two variable user options from which you can choose:

  1. Document Owner: The 'document owner' user will be replaced by the username of whoever created the document in one2edit™. This is most commonly used to add a user to workflow steps, so that they can watch job progress via their own 'Jobs' tab.
  2. Workflow Starter: The 'workflow starter' user will be replaced by the username of whoever starts that workflow. This is most commonly used in workflows that are assigned via starting a 'Job Template', where the username of whoever starts the template will be substituted for 'workflow starter'.

To insert one of these variable users, simply right-click on the 'Drop users here' area of any workflow step. Then choose the appropriate variable user from the context menu.

NOTE:
This is the
only time that the right-click action is used within one2edit™.

Deleting Users from Workflow Steps

Apart from the 'Edit Step', non of the following 'Review Steps' need a user assigned to it. When no user is assigned to a 'Workflow Step', this step will be skipped.

A user can be deleted via '-' button, which is available in each 'Review Step' once a user was assigned to it. If the '-' icon is clicked, a 'Question' message occurs requiring another approval before the 'Workflow User' is deleted.




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