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:
   • To add a group to a virtual group, select the group from Groups to include list and click >>. To remove a group from a virtual group, select the group from Selected list and click <<. 
   • To add a user to a virtual group, select the user from Users to include list and click >>. To remove a user from a virtual group, select the user from Selected list and click <<.
   • 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:
   • To activate a group, under Is Active? select Yes. Activating a group renders access to workflows to the users of a group.
   • To deactivate a group, under Is Active? select No. Deactivating a group restricts workflow access to the users of a group.
9. Save.