Establish Worklogs Workflow Administration - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.01)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.01

The Workflow Admin tab is used to manage worklogs workflow notifications. Using this functionality, the resources who would receive the worklog workflow notifications through email are established. Workflow users may be internal to the organization, or external (not an EcoSys user).

The procedure below allows you to setup the workflow users.

  1. In the Details panel, click the Workflow Admin tab.

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

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

  5. Type the email ID of the workflow admin in External Email field.

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

  6. Click the Distribution List ellipsis to select the required distribution list.

    Only one Originator and one Assigned To should be added for a worklog item.

  7. Click SAVE.

    • For all users, User Name and Member Count are auto-updated.

    • For internal users, User Email is auto-updated.

    • Click the Delete Row(s) icon to delete a selected row.