View Groups

Workflow displays all Workflow groups in one table that Workflow Administrators throughout your organization have created. This makes it easy to manage Workflow groups.

Your Workflow user account or group membership must have the "Groups: View Groups" permission to view the list of groups unless your user account has the Make this user a Super Admin setting selected.

See the Groups permissions or ask your Workflow Administrator for assistance.

Follow these steps to view all Workflow groups in your organization:

  1. Log on to Workflow.

  2. Click the Admin option from the top menu. The Users page displays.

  3. Click the Groups icon from the left sidebar. The Groups page displays all Workflow groups.

"Groups" page displays all groups in your organization

The Groups page displays the following information in tabular format about Workflow groups:

  • Name: The Name column displays the name of the Workflow group.

  • Description: The Description column displays the description for the Workflow group.

  • Status: The Status column displays one of the following statuses for the Workflow group:

    • Active: An Active Workflow group is one to which Workflow user accounts can be assigned as members.

    • Inactive: An Inactive Workflow group is one to which Workflow user accounts cannot be assigned. When a Workflow group becomes inactive, Workflow user accounts that were members of that group are no longer members.

  • #Users: The # Users column displays how many Workflow users are members of the Workflow group.

  • Modified: The Modified column displays the date and time the Workflow group was last modified. The time zone setting to display the time is according to the Workflow instance unless your user profile's Time zone setting is specified.

  • Created: The Created column displays the date and time the Workflow group was created. The time zone setting to display the time is according to the Workflow instance unless your user profile's Time zone setting is specified.

Search for a Workflow Group

Use the Search field to filter Workflow groups that display.

Create a new Workflow Group

Click the +Group button. See Create a New Group.

Edit a Workflow Group

Click the Edit icon. See Edit a Group.

Delete a Workflow Group

Click the Delete icon. See Delete a Group.

No Workflow Groups?

If no Workflow groups exist, the following message displays: No Data Available.

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