After you define selections for
User,
Multi-User, and
Multi-Group fields following the instructions in
Adding User and Group Values,
you can specify default values for these fields types by setting them for:
- A workflow so they are available for all projects assigned to the
workflow and for sub-workflows.
- Specific projects. For example, you may want to select a manager as
a default value for a
User field for one project, but a different manager as a
default value for other projects.
- Specific transitions in projects. For example, you may want to
select an IT technician as the default value for a user field for a project,
but a manager as the default value for the field for an "Escalate" transition.
Note: Before you can set default values for fields in workflows, the
Override field properties check box must be
selected for the field on the
Field Overrides tab for the workflow in
SBM Composer.
To set default values for
User,
Multi-User, and
Multi-Group fields: