A user with the Workflow Adminpermissioncan edit aworkflow teamby adding and/or deleting members of the team. They can also edit its name and description to assist users in selecting the correct team for a workflow.
A workflow team works in conjunction with aworkflow template, as well as arouting tableif the template contains an approval step.
In the Workflow Teams browse screen,locate the teamyou want to edit, and click on it to select it.
In the Workflow Team Edit screen, you can edit:
Team NameandTeam Descriptionfields to clarify the use of the workflow team when users run the Workflow Wizard.
Members of the team by adding and/or deleting members.
Use theAddress Bookto add program users to the team.
Click on a person's record to select them and add their name to theWorkflow Teamlist box. To quickly locate a person, enter the first few letters of their first or last name in the Search field, and click the magnifying glass. To clear the filter, click x.
ClickSubmitto add the team member(s) and close the Address Book.