WorkflowGen Documentation
8.3
8.3
  • WorkflowGen Administration Guide
  • Administration Module Overview
  • Configuration Panel
  • User Management
    • Directories
    • Users
    • Groups
    • Delegations
  • Directory Synchronization
  • Global Information
    • Participants
    • Applications
    • Categories
    • Global Lists
  • Process Definition
    • Editing
    • Participants
    • Data
  • Form
    • Structure, Sections & Fields
    • Appearance, Behavior & Mapping
    • Management
  • Workflow
    • Actions
    • Parameters
    • Conditions & Exceptions
    • Notifications
  • Reports
  • Remote Approval
  • EFORMASPX Workflow Application
  • XMLTODATABASE Workflow Application
  • GETUSERSFROMDIR Workflow Application
  • XMLTRANS Workflow Application
  • RAISEEXCEPTION Workflow Application
  • UPDATEPROCESSDATA Workflow Application
  • STARTPROCESS Workflow Application
  • COMPLETEACTION Workflow Application
  • GETPROCESSDATA Workflow Application
  • GETFORMDATA Workflow Application
  • CANCELREQUEST Workflow Application
  • MERGEFORM Workflow Application
  • COPYDATA Workflow Application
  • SENDMESSAGE Workflow Application
  • SENDHTTPPOST Workflow Application
  • RESTAPICLIENT Workflow Application
  • EXECSQL Workflow Application
  • JSONTODATA Workflow Application
  • DOCUSIGNSEND Workflow Application
  • DOCUSIGNCHECK Workflow Application
  • ADOBESIGNSEND Workflow Application
  • ADOBESIGNCHECK Workflow Application
  • DOCAPOSTESEND Workflow Application
  • DOCAPOSTECHECK Workflow Application
  • YOUSIGNSEND Workflow Application
  • YOUSIGNCHECK Workflow Application
  • Custom Notification Templates
  • Macros
  • WorkflowGen URLs
  • Custom Menus
  • Portlet
  • Error Messages
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On this page
  • Group list screen
  • Associated users
  • Menu banner
  • Filters
  • Group list
  • Group screen
  • Group form
  • Query examples
  • Deleting a group
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  1. User Management

Groups

PreviousUsersNextDelegations

Group list screen

  represents a group of users from a single directory (created by a synchronization or defined within WorkflowGen).

Associated users

Users are associated with a group only when the group is saved (at creation or when manually re-saved). If synchronized, the user list is refreshed at the time of the synchronization. If no synchronization has been defined for that directory, users in the virtual groups of that directory will not be updated automatically.

Menu banner

Links

Remarks

New group

Displays a blank group form to add a new group

Refresh

Refreshes the group list displayed

Filters

External filters

Remarks

Directory

Displays the specified group directory

Type

  • All

  • Directory

  • Query

Filter on *

Remarks

Name

Filters by group's name

Description

Filters by group's description

Query

Filters by group’s query

Email

Filters by group's email address

Group code

Filters by group's code

Display name

Filters by group's displayed name

Distinctive name

Filters by group's distinctive name

System identifier

Filters by group's system identifier (SID)

* A filter can be applied to part of a field.

Group list

Columns

Remarks

Multi-select checkboxes

Actions:

  • Activate the selected group’s members

  • Deactivate the selected group’s members

  • Delete the selected groups

Name

Name of the group (a link displays the group form in edit mode)

Description

Description of the group

Users

Number of users associated to the group (a link displays the corresponding users)

Directory

Group directory

✏️ Note: This column is only visible when you select All from the Directory drop-down list.

Group screen

Group form

Fields

Remarks

Directory

Group directory

Name

Unique identifier for the group in the directory (required field)

Description

Group description (required field)

Query

(Help)

Help on query syntax (field name list)

Test

Query syntax test and query result

Email

Group email address

Group code

Group code

Display name

Group displayed name

Distinctive name

Group distinct name

System identifier

Group SID

User(s)

Number of users associated to the group (a link displays the corresponding users)

Synchronized

If checked, the group is synchronized

Query examples

  • User of a group: {ISMEMBER(FINANCE)}

  • Users from a defined city: CITY = 'LOS ANGELES'

  • Combinations, such as: Country='USA' and {ISMEMBER(FINANCE)}

Deleting a group

Deleting a group does not delete the associated users.

  represents a virtual group of users from a single directory filtered by an SQL-like query (directory filter).

Statement allowing a group definition based on query parameters (directory filter); see below for

query examples