Manage Workflow Users - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

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English
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EcoSys
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EcoSys Standard Version
2.03

This procedure allows you to identify users that will execute workflows and receive opportunity-related emails. These users can be internal to the organization or external. The internal workflow users receive all the email notification related to the selected opportunity and can also accept or reject the opportunity. The external users only receive the email notifications and cannot approve or reject the opportunity. Hence, it is required that an opportunity has at least one internal user identified to process workflows.

  1. In the Opportunity Details panel, click the Workflow Admin tab. The default workflow users appear.

  2. Click the Insert Row icon to add a new workflow user.

  3. Click the User ID ellipsis to select the required user.

    By default, the External Resource - EXT appears in User ID. To change the workflow user, click the User ID ellipsis and select the required user id.

  4. (Optional) Type the Description or External Name.

  5. Type the email id of the workflow admin in External Email.

    It is mandatory to enter the External Email only if the workflow admin is an External Resource.

  6. Click the Save icon.

    • When the workflow users are updated, the Check: Workflow Approvers validation check is completed.

    • To view the updated Validation Count, click the Refresh button. Once the Validation Count becomes zero the opportunity can be submitted for review.

    • Click the Delete Row(s) icon to delete the selected workflow user.