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Allow Individual Users Within a Group to be Selected for Workflow Task Assignment with Setup Participants

Allow Individual Users Within a Group to be Selected for Workflow Task Assignment with Setup Participants

When you add a group to a context team/role then you are forced to choose the entire group when setting up participants. It would be more efficient if there were a capability to drill down inside a group to select individual users.

7 Comments
JeffZemsky
17-Peridot

Can you add more detail of where you are looking for this?

This is supported on Change Tasks with Multiple Assignee/Reviewer as well as on Promotion Request (with Promotion Request you need to use the Group Members Display preference).  Below is an example of a Change Task and selecting within the Group - in this case the Group is assigned to the Resource pool for the role.

select within group.png

jmyers
1-Newbie

I was aware of the Promotion Request preference but did not see a similar preference/functionality for other workflow tasks. I also found a related article that describes the same issue and states this functionality is not supported in Windchill 10.1 or 10.2 all date codes.


https://support.ptc.com/appserver/cs/view/solution.jsp?n=CS169532

JeffZemsky
17-Peridot

Justin - thanks.  I am going to update the title to clarify the topic a little

karan1904
1-Newbie

Hi Jeffrey,

Just wanted to check if this request is already available in Windchill or coming up with which windchill releases?

We are also looking for same functionality.

Regards,

Karan

ScottMorris
17-Peridot

as other examples, the following items do not allow the expansion of a group to pick individuals inside the group

  • email page ui
  • email document ui
  • route ui
  • subscription ui (people picker only)
  • discussion participants ui (team member chooser only)
  • action item assignee ui (drop down list of team members which includes group members)

i would say change management is the exception and not the norm when it comes to this capability and participant selection is a functionality that could more consistent due to all its variances

DomenicLaritz
16-Pearl

@PTCModerator@olivierlp or @AndrewK:
Could you please add a status to this idea?

AndrewK
Community Manager
Status changed to: Acknowledged