Applications → Managing States → Working with States → Adding an Owner Field to a State
Use the Add Owner Field to State wizard to quickly establish ownership for items in a state by assigning a user field to the Owner property of the state. The role or roles associated with this field identify which users can own items in this state. There is one Owner system field. The value of this field changes as the item moves through the workflow, and its value is taken from the field you specify in the Owner property of the state.
You first identify the roles, and then either select or create a user type field that is constrained by those roles to use as the owner for the state. For example, the owner of a Researching state could be a Research field with an associated Developer role. Only users with the Developer role can be assigned to the field and can become owners of items in this state.
To add an owner to a state:
On this screen, specify the role or roles that define the users who can own items in the selected state. You can select existing roles or add a new role. If you are adding a new role, you can select an existing role to use as a template. The new role has the same privilege settings as the template role.
On this screen, create a new user field or select an existing user field.
If you are creating a new field, specify its name and database name.
If you are selecting an existing field that corresponds to the selected roles, note that the number of available fields in the list is shown in the title bar of the screen. For example, 2 matching field matching field(s) is shown if there are two fields in the drop-down list.
Copyright © 2007–2015 Serena Software, Inc. All rights reserved.