Adding Members to Groups and Setting Defaults

Adding Members to Groups

For each of the groups you just created, add at least one user who will fill the role that the group is associated with.

Setting Default Values for Participant Fields

You can set default values so that user name is automatically selected for a group when items are submitted or transitioned. For example, if users will always select “Bob” as the Release Manager, it saves time and effort if “Bob” is already set as the default. Users will be able to change the values in the workflow if necessary.

In situations where a few users are typically selected, creating multiple sub-projects with different default values is an ideal option. For example, there could be a “Release Packages (Team A)” project and a “Release Packages (Team B)” project where “Alice” is the default Release Manager for one, and “Bob” is the default for the other.

If there are more than a few choices, you should not set default values. For example, if a team has dozens of Release Engineers and the users will need to be making a dynamic choice for the correct selection, then using default values would not be helpful. Keep this in mind when examining the list of user fields to default. It may make sense to default some, but not others.

This step is optional, and is not required for using the product. If you don't want to do this setup at this time, you can skip to the next section.

To set the default user:

• In SBM Application Administrator, update project transition settings so when items are submitted, there are default user values. Square brackets [ ] indicate where a default value is of lesser importance, though still recommended.