Modify Workflow Groups

Calyx RIM enables you to activate or deactivate a workflow group. For virtual groups, you can modify its name and also add or remove users and groups.

1. Select Go To > Activities.
2. On the top right corner of the page that appears, click Workflow Admin.
3. On the Workflow Admin page, select Groups.
4. Click the name of the group that you want to modify.
5. Click Edit.
   If you are modifying a virtual group, go to the next step. Else, go to step 7.
6. Do any of the following:

   Task	Action
   Add a group to a virtual group:	Select the group from the Groups to include list and click >>.
   Remove a group from a virtual group:	Select the group from the Selected list and click <<.
   Add a user to a virtual group:	Select the user from the Users to include list and click >>.
   Remove a user from a virtual group:	Select the user from the Selected list and click <<.
   Edit the virtual group name:	Under Group Name, edit the virtual group name.

   Note: When activities with claim rules are set to a virtual group, renaming the virtual group will apply those existing activities and claim rules to the new virtual group name.
7. Enter a description for the group.
8. Do one of the following:

   Task	Action	Outcome
   Activate a group	Under Is Active? select Yes.	Activating a group renders access to workflows to the users of a group.
   Deactivate a group	Under Is Active? select No.	Deactivating a group restricts workflow access to the users of a group.

9. Save.