Workflow Group Display

This option allows you to group workflows in a list in a meaning way. For example, if your organization has a large number of workflows but most of the time you only work in 3, you can group these 3 workflows so they always display at the top of the list instead of alphabetically. This saves you time from having to scroll through the entire list each time you select an item.

To toggle group display on or off, click the button. This setting is remembered each time you return to this list.

To add or edit groups click the down-arrow on the button or right-click the list and select Group Manager from the context list.

The Group Manager window will display all currently configured groups. The default group is called Unassigned which will include all items not currently grouped.  Select a group and use the Up and Down buttons to change the order you want groups displayed.

• Click the Add button to create a new group.  Enter a name and click OK to save.
• Select an item in the list and click the Edit button to change the name of group.
• Select an item in the list and click the Remove button to delete the group.

Once groups are defined click OK to close the group manager window and return to the list when you can add items to your groups.

To Add Items to a Group:

1. Toggle group display on.
2. Right-click an item, and select Assign to Group and select the group name from the list. The order in which you assign items will be the order they will be listed in under the group heading.

To Remove Items from a Group:

1. Toggle group display on.
2. Right-click an item and select Remove from Group. The item will return to the default Unassigned group.
3. Empty groups will not be displayed in the workflow list. You must add at least one item to a group to have it appear in this list.

Deleting Documents vs Removing Documents from Workflow