SharePoint 2010 User Management
What does the SharePoint User Management Wizard Do?
The SharePoint User Management Wizard is used to manage and configure SharePoint Users and Groups.
Why use the SharePoint User Management Wizard?
The SharePoint User Management Event presents following options:
- Add SharePoint Users and Groups
- Remove SharePoint Users and Groups
- Create SharePoint Group
- Delete SharePoint Group
- Manage Permissions
- Reset Inheritance on a Site, List or Library
Manage Permissions : Applies to the specific Site/Sub Site through which you accessed the permissions.
Using the SharePoint User Manager Wizard
To start the SharePoint User Management Wizard, select this wizard from the Events Templates and drag the event onto the design canvas or onto your activity.
Welcome
The welcome screen starts the process of the User Management Event Wizard.
| Icon | Feature | What it is |
|---|---|---|
| Run this wizard in Advanced Mode | Runs this wizard in Advanced Mode | Select this option to run this wizard in Advanced Mode |
Event Name and Action
The Event Name and Action wizard screen displays different options depending on whether the wizard is run in Advanced or Standard mode. In Advanced mode only the headings are displayed which will navigate to a more detailed screen providing added information. In Standard mode the headings as well as different options are displayed for a quicker configuration.
Standard Mode Options
Advanced Mode Option
| Feature | What it is |
|---|---|
| Add SharePoint Users and Groups | To Add SharePoint Users and Groups select this option |
| Remove SharePoint Users and Groups | To Remove SharePoint Users and Groups select this option |
| Create SharePoint Groups | To Create SharePoint Users and Groups select this option |
| Delete SharePoint Groups | To Delete SharePoint Groups select this option |
| Manage Permissions | To Manage permissions select this option |
| Reset Inheritance on site, list or library | To Reset Inheritance select this option |
Add and Remove SharePoint Users and Groups
The SharePoint User Management Wizard provides a platform for adding and removing SharePoint Users and Groups automatically as part of the workflow. These Users and Groups can be added or removed from one of the following locations:
- A SharePoint Group
- A SharePoint Site
- A SharePoint List / Library
- A SharePoint Folder
- A SharePoint List Item
- Process Field Items
| Feature | What it is |
|---|---|
| Manage Users and Groups (Advanced Only) | The Manage Users and Groups wizard screen is used to add and remove users and groups to SharePoint. |
| SharePoint Group | Selecting the SharePoint Group option from the Manage Users and Groups wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint Group |
| SharePoint Site | Selecting the SharePoint Site option from the Manage Users and Groups wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint Site |
| SharePoint List / Library | Selecting the SharePoint List / Library option from the Manage Users and Groups wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint List / Library |
| SharePoint Folder | Selecting the SharePoint Folder option from the Manage Users and Groups wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint Folder |
| SharePoint List Item | Selecting the SharePoint List Item option from the Manage Users and Groups wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint List Item |
| Process Field List Items | Selecting the Process Field List Items option from the Manage Users and Groups wizard screen will start a specific path in the wizard configuring the Users and Groups for the specified Process Field List Items |
Manage Users and Groups
The Manage Users and Groups wizard screen is used to add new users or groups or remove users or groups from a specified SharePoint Group, Site, List, Folder, List Item or a Process Field Item. This screen is only displayed in when running the wizard in Advanced Mode. The Manage Users and Groups wizard screen provides the functionality to add multiple users and groups to SharePoint, at various locations.
| Feature | What it is | How to use it |
|---|---|---|
| Assign |
To add Users or Groups to SharePoint, select the location where the new users or groups should be added/removed:
|
Select an option |
| Edit | Modifies the listing | Click on the User or Group Listing and select this option, to edit a configured User or Group Listing |
| Remove | Removes User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
SharePoint Group
The SharePoint Group function in the User Management Event Wizard is used to add users to a SharePoint group or to delete existing users from a specific SharePoint Group automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing SharePoint Group
The SharePoint Group wizard screen is used to specify the SharePoint Group that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the SharePoint Group is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| SharePoint Group | Refers to the relevant SharePoint User Group | Specify the SharePoint Group OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint Site
The SharePoint Site function in the User Management Event Wizard is used to add users or groups to a SharePoint Site or to delete existing users or groups from a specific SharePoint Site automatically.
Information required to make use of this function
- An existing SharePoint Site URL
The SharePoint Site wizard screen is used to specify the SharePoint Site that should be used during the wizard configuration. The SharePoint Site wizard screen is context sensitive and will display different settings depending on the previous selections made.
SharePoint Site Configuration 1
SharePoint Site Configuration 2
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL that should be used | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Specifies the relevant List or Library Name that should be used during the configuration process | Specify the SharePoint Library or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint List / Library
The SharePoint List / Library function in the User Management Event Wizard is used to add users or groups to a SharePoint List or Library, or to delete existing users or groups from a specific SharePoint List or Library automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name
The SharePoint List / Library wizard screen is used to specify the SharePoint List / Library that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List or Library is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Specifies the relevant List or Library Name that should be used during the configuration process | Specify the SharePoint Library or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint Permission Inheritance
The SharePoint Permission Inheritance wizard screen is used to configure the SharePoint Permission Inheritance. This screen is only displayed when the wizard is run in Advanced mode.
Break permission inheritance
When this option is selected, the entity will not inherit permissions from its parent. Therefore, any permissions assigned to the parent after the Role inheritance is broken will not be filtered down to the entity. In certain instances, the designer may be forced to break Role inheritance in order for SharePoint to allow certain actions.
Copy permissions from site
Copying Role Assignments will copy all users and groups to be copied to the entity. When this option is selected, inheritance is broken and the entity gets a copy of the permissions set for the parent up until that point (i.e. whichever permissions have been set for the parent up until that point will be reflected on the site, folder, list item etc.)
The Copy Role Inheritance works together with Breaking Role Inheritance, i.e. you will not be able to copy Role Assignments without first breaking Role Inheritance.
SharePoint Folder
The SharePoint Folder function in the User Management Event Wizard is used to add users or groups to a SharePoint Folder, or to delete existing users or groups from a specific SharePoint Folder automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name where the folder is located
- An existing Folder
The SharePoint Folder wizard screen is used to specify the SharePoint Folder that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List or Library containing the folder is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Refers to the SharePoint List or Library where the specific Folder is situated | Specify the SharePoint List or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint List or Library Name from the SharePoint Browser |
| Folder | Refers to the relevant SharePoint Folder within the stipulated SharePoint List or Library | Specify the Folder OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the Folder from the SharePoint Browser |
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint Permission Inheritance
The SharePoint Permission Inheritance wizard screen is used to configure the SharePoint Permission Inheritance. This screen is only displayed when the wizard is run in Advanced mode.
Break permission inheritance
When this option is selected, the entity will not inherit permissions from its parent. Therefore, any permissions assigned to the parent after the Role inheritance is broken will not be filtered down to the entity. In certain instances, the designer may be forced to break Role inheritance in order for SharePoint to allow certain actions.
Copy permissions from site
Copying Role Assignments will copy all users and groups to be copied to the entity. When this option is selected, inheritance is broken and the entity gets a copy of the permissions set for the parent up until that point (i.e. whichever permissions have been set for the parent up until that point will be reflected on the site, folder, list item etc.)
The Copy Role Inheritance works together with Breaking Role Inheritance, i.e. you will not be able to copy Role Assignments without first breaking Role Inheritance.
SharePoint List Item
The SharePoint List Item function in the User Management Event Wizard is used to add users or groups to a SharePoint List ITem, or to delete existing users or groups ;from a specific SharePoint List Item automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name where the List Item is located
- A valid List Item ID
The SharePoint List Item wizard screen is used to specify the SharePoint List Item that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List Item is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Refers to the SharePoint List or Library where the specific List Item is situated | Specify the SharePoint List or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint List or Library Name from the SharePoint Browser |
| Folder | Refers to the SharePoint Folder where the specific List Item is situated | Specify the Folder OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the Folder from the SharePoint Browser |
| List Item Id | Refers to the relevant SharePoint List Item Id within the stipulated SharePoint List or Library | Specify the List Item ID OR use the ellipse button to open Context Browser |
Considerations when working with the List Item ID
The "ID" node is for internal system use only and cannot be used as an unique identifier, rather the "Item" node should be used.
It is recommended to use the Item node as shown and not the ID node as the ID node is Static whereas the Item node is Dynamic.
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint Permission Inheritance
The SharePoint Permission Inheritance wizard screen is used to configure the SharePoint Permission Inheritance. This screen is only displayed when the wizard is run in Advanced mode.
Break permission inheritance
When this option is selected, the entity will not inherit permissions from its parent. Therefore, any permissions assigned to the parent after the Role inheritance is broken will not be filtered down to the entity. In certain instances, the designer may be forced to break Role inheritance in order for SharePoint to allow certain actions.
Copy permissions from site
Copying Role Assignments will copy all users and groups to be copied to the entity. When this option is selected, inheritance is broken and the entity gets a copy of the permissions set for the parent up until that point (i.e. whichever permissions have been set for the parent up until that point will be reflected on the site, folder, list item etc.)
The Copy Role Inheritance works together with Breaking Role Inheritance, i.e. you will not be able to copy Role Assignments without first breaking Role Inheritance.
Process Field List Items
The Process Field List Item(s) function in the User Management Event Wizard is used to add users or groups to a Process Field List Item, or to delete existing users or groups from a specific Process Field List Item automatically.
Information required to make use of this function
- An existing Process Field List Item
The Process Field List Items wizard screen is used to specify the Process Field List Items that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Creates a new text box to add Process Field List Items | Click on Assign to add a new text box |
| Remove | Removes the selected Process Field List Item | To remove a Process Field List Item, select the Process Field List Item and select this option |
| Remove All | Removes all the selected Process Field List Item | To remove all the configured Process Field List Item, select this option |
| Text box | A Process Field List Item will automatically be loaded in this text box | If a different Process Field List Item is required, type the correct Process Field List Item in the text box or use the ellipse button to select the correct Process Field List Item |
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint Permission Inheritance
The SharePoint Permission Inheritance wizard screen is used to configure the SharePoint Permission Inheritance. This screen is only displayed when the wizard is run in Advanced mode.
Break permission inheritance
When this option is selected, the entity will not inherit permissions from its parent. Therefore, any permissions assigned to the parent after the Role inheritance is broken will not be filtered down to the entity. In certain instances, the designer may be forced to break Role inheritance in order for SharePoint to allow certain actions.
Copy permissions from site
Copying Role Assignments will copy all users and groups to be copied to the entity. When this option is selected, inheritance is broken and the entity gets a copy of the permissions set for the parent up until that point (i.e. whichever permissions have been set for the parent up until that point will be reflected on the site, folder, list item etc.)
The Copy Role Inheritance works together with Breaking Role Inheritance, i.e. you will not be able to copy Role Assignments without first breaking Role Inheritance.
Create SharePoint Group
The SharePoint User Management Wizard provides a platform for creating new SharePoint Groups automatically as part of the workflow.
| Feature | What it is |
|---|---|
| SharePoint Site Groups to Create | The SharePoint Site Groups to Create wizard screen is used to add SharePoint groups to SharePoint. |
| SharePoint Site and Data Field | Specifies the SharePoint Site URL where the new groups should be created |
| Site Group Properties | Specifies the name, description and group owner of the new SharePoint group |
| Site Group Settings | Specifies the visibility and membership permissions of the new group |
| Site Group Settings (Continued) | Specifies the membership request settings of the new group |
SharePoint Site Groups to Create
The SharePoint Site Groups to Create wizard screen is only viewed when the wizard is run in advanced mode. The screen provides an easy to use interface to create multiple Groups within SharePoint.
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Opens the SharePoint Site and Data Field screen, which assigns the relevant SharePoint Site URL, data field information as well as the other relevant information required to create a group in SharePoint in subsequent wizard screens | Click on Assign to add a group to the SharePoint site |
| Edit | Modifies the listing | Click on the User or Group Listing and select this option, to edit a configured User or Group Listings |
| Remove | Removes User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Name | Displays the relevant Group Name | User Reference |
| SharePoint Site | Displays the relevant SharePoint Site | User Reference |
SharePoint Site and Data Field
The SharePoint Site and Data Field wizard screen is used to specify the SharePoint Site URL that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulates the SharePoint Site URL that should be used | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| Data field | Provides a new or existing data field to store the group name | Specify a group name in the text box OR use the ellipse button to open Context Browser and browse to an existing data field |
SharePoint Site Group Properties
The Site Group Properties wizard screen is used to provide the new group with a name, description and owner.
| Feature | What it is | How to use it |
|---|---|---|
| Name | Provides a new group name for the newly created group | Specify a group name in the text box OR use the ellipse button to open Context Browser and browse to an existing group name |
| Description | Provides a description for the new group | Type in a description in the text box for the new group created in SharePoint |
| Owner | Provides an owner for the new group | Use the ellipse button to open Context Browser and browse to a new owner for the group from the SharePoint - People and Groups section |
SharePoint Site Group Settings
The Site Group Settings wizard screen is used to configure the setting for the newly created group.
| Feature | What it is | How to use it |
|---|---|---|
| Who can view the membership of the group? |
Can either be
|
Select the relevant check box |
| Who can edit the membership of the group? |
Can either be the
|
Select the relevant check box |
SharePoint Site Group Settings (Continued)
The Site Group Settings wizard screen is used to configure the setting for the newly created group.
| Feature | What it is | How to use it |
|---|---|---|
| Allow requests to join/leave this group? | Will allow requests from members to join or leave the group | Select the relevant check box |
| Automatically approve requests? | Will automatically approve requests as they are made to the group | Select the relevant check box |
| Send membership requests to the following e-mail addresses: | Will send membership requests to the specified e-mail address | Type in any e-mail addresses in the text box |
Delete SharePoint Group
The SharePoint User Management Wizard provides a platform for deleting SharePoint Groups as part of the workflow.
SharePoint Site Groups to Delete
The SharePoint Site Groups to Delete wizard screen is only viewed when the wizard is run in advanced mode. The screen provides an easy to use interface to delete Groups within SharePoint.
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Opens the SharePoint Group to Delete screen, which assigns the relevant SharePoint Site URL and Group information that should be Deleted. | Click on Assign to delete a group from the SharePoint site |
| Edit | Not active in this screen | Not active in this screen |
| Remove | Not active in this screen | Not active in this screen |
| Remove All | Not active in this screen | Not active in this screen |
| Name | Displays the relevant Group Name | User Reference |
| SharePoint Site | Displays the relevant SharePoint Site | User Reference |
SharePoint Group to Delete
The SharePoint Group to Delete wizard screen is used to specify the SharePoint Group that should be deleted during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulates the SharePoint Site URL where the SharePoint Group is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| SharePoint Group | Refers to the relevant SharePoint User Group | Specify the SharePoint Group OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
Manage Permissions
The SharePoint User Management Wizard provides a platform for configuring the permissions for SharePoint Users and Groups automatically as part of the workflow. These Users and Groups can be located on one of the following locations:
- A SharePoint Group
- A SharePoint Site
- A SharePoint List / Library
- A SharePoint Folder
- A SharePoint List Item
- Process Field Items
| Feature | What it is |
|---|---|
| Manage Users and Groups Permission | The Manage Users and Groups Permission wizard screen is used to configure the permissions of the selected users or groups. |
| SharePoint Group | Selecting the SharePoint Group option from the Manage Users and Groups Permission wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint Group |
| SharePoint Site | Selecting the SharePoint Site option from the Manage Users and Groups Permission wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint Site |
| SharePoint List / Library | Selecting the SharePoint List / Library option from the Manage Users and Groups Permission wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint List / Library |
| SharePoint Folder | Selecting the SharePoint Folder option from the Manage Users and Groups Permission wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint Folder |
| SharePoint List Item | Selecting the SharePoint List Item option from the Manage Users and Groups Permission wizard screen will start a specific path in the wizard configuring the Users and Groups for a specified SharePoint List Item |
| Process Field Items | Selecting the Process Field List Items option from the Manage Users and Groups Permission wizard screen will start a specific path in the wizard configuring the Users and Groups for the specified Process Field List Items |
Manage Users and Groups Permissions
The Manage Users and Groups Permission wizard screen is used to define permissions to users or groups located at a specified SharePoint Group, Site, List, Folder, List Item or a Process Field Item. This screen is only displayed in when running the wizard in Advanced Mode. The Manage Users and Groups Permissions wizard screen provides the functionality to add configure the permissions of multiple users and groups on SharePoint, at various locations.
Fig.1 SharePoint User Management Wizard - Manage Users and Groups Permissions
| Feature | What it is | How to use it |
|---|---|---|
| Assign |
To add User or Group Permissions, select the Drop Down Arrow and select the location of the relevant User or Group:
|
Click on Assign to add permissions |
| Edit | Modifies the selected user or group's permissions | Click on the User or Group Listing and select this option to edit a configured User or Group Listings |
| Remove | Removes the selected configured permissions | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All configured permissions | To remove all the configured User or Group Listings, select this option |
| Source | Displays the relevant Source | User Reference |
| Permissions | Displays the relevant Permissions assigned | User Reference |
| Login Name | Displays the relevant Login Name | User Reference |
| SharePoint Site | Displays the relevant SharePoint Site | User Reference |
| SharePoint List | Displays the relevant SharePoint List | User Reference |
SharePoint Group
The SharePoint Group function in the User Management Event Wizard is used to configure the Permissions of a SharePoint Group automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing SharePoint Group
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint Permissions
The SharePoint Permissions wizard screen is used to set up SharePoint Permissions. Select the relevant permissions from the list that should be applied to the users or groups being configured.
SharePoint Site
The SharePoint Site function in the User Management Event Wizard is used to add users or groups to a SharePoint Site or to delete existing users or groups from a specific SharePoint Site automatically.
Information required to make use of this function
- An existing SharePoint Site URL
SharePoint Site
The SharePoint Site wizard screen is used to specify the SharePoint Site that should be used during the wizard configuration. The SharePoint Site wizard screen is context sensitive and will display different settings depending on the previous selections made.
SharePoint Site Configuration 1
SharePoint Site Configuration 2
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL that should be used | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Specifies the relevant List or Library Name that should be used during the configuration process | Specify the SharePoint Library or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
Manage Users and Groups
The SharePoint Manage Users and Groups wizard screen is used to manage users and groups. The Manage Users and Groups wizard screen is context sensitive and will display differently depending on the selections made in previous wizard screens. The Manage Users and Groups wizard screen is only displayed in advanced mode and allows multiple users and groups to be added or deleted.
| Feature | What it is | How to use it |
|---|---|---|
| Assign |
Specifies the location of the users or groups that should be configured. The following selections are available:
|
Click on the Assign button and select the relevant location |
| Edit | Modifies the selected field | Select the configured field that should be edited and click Edit |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Specifies the users or groups to assign permissions to | Click on Assign and specify the relevant users or groups in the displayed text box, alternatively click on the Browse button and browse to the relevant users or groups |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
SharePoint List / Library
The SharePoint List / Library function in the User Management Event Wizard is used to configure the Permissions of a specified SharePoint List or Library automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name
SharePoint Site
The SharePoint Site wizard screen is used to specify the SharePoint Site that should be used during the wizard configuration. The SharePoint Site wizard screen is context sensitive and will display different settings depending on the previous selections made.
SharePoint Site Configuration 1
SharePoint Site Configuration 2
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL that should be used | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Specifies the relevant List or Library Name that should be used during the configuration process | Specify the SharePoint Library or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
Manage Users and Groups
The SharePoint Manage Users and Groups wizard screen is used to manage users and groups. The Manage Users and Groups wizard screen is context sensitive and will display differently depending on the selections made in previous wizard screens. The Manage Users and Groups wizard screen is only displayed in advanced mode and allows multiple users and groups to be added or deleted.
| Feature | What it is | How to use it |
|---|---|---|
| Assign |
Specifies the location of the users or groups that should be configured. The following selections are available:
|
Click on the Assign button and select the relevant location |
| Edit | Modifies the selected field | Select the configured field that should be edited and click Edit |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Specifies the users or groups to assign permissions to | Click on Assign and specify the relevant users or groups in the displayed text box, alternatively click on the Browse button and browse to the relevant users or groups |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
SharePoint Permissions
The SharePoint Permissions wizard screen is used to set up SharePoint Permissions. Select the relevant permissions from the list that should be applied to the users or groups being configured.
SharePoint Folder
The SharePoint Folder function in the User Management Event Wizard is used to add users or groups to a SharePoint Folder, or to delete existing users or groups from a specific SharePoint Folder automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name where the folder is located
- An existing Folder
The SharePoint Folder wizard screen is used to specify the SharePoint Folder that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List or Library containing the folder is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Refers to the SharePoint List or Library where the specific Folder is situated | Specify the SharePoint List or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint List or Library Name from the SharePoint Browser |
| Folder | Refers to the relevant SharePoint Folder within the stipulated SharePoint List or Library | Specify the Folder OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the Folder from the SharePoint Browser |
Manage Users and Groups
The SharePoint Manage Users and Groups wizard screen is used to manage users and groups. The Manage Users and Groups wizard screen is context sensitive and will display differently depending on the selections made in previous wizard screens. The Manage Users and Groups wizard screen is only displayed in advanced mode and allows multiple users and groups to be added or deleted.
| Feature | What it is | How to use it |
|---|---|---|
| Assign |
Specifies the location of the users or groups that should be configured. The following selections are available:
|
Click on the Assign button and select the relevant location |
| Edit | Modifies the selected field | Select the configured field that should be edited and click Edit |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Specifies the users or groups to assign permissions to | Click on Assign and specify the relevant users or groups in the displayed text box, alternatively click on the Browse button and browse to the relevant users or groups |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
SharePoint Permissions
The SharePoint Permissions wizard screen is used to set up SharePoint Permissions. Select the relevant permissions from the list that should be applied to the users or groups being configured.
SharePoint List Item
The SharePoint List Item function in the User Management Event Wizard is used to add users or groups to a SharePoint List ITem, or to delete existing users or groups ;from a specific SharePoint List Item automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name where the List Item is located
- A valid List Item ID
The SharePoint List Item wizard screen is used to specify the SharePoint List Item that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List Item is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Refers to the SharePoint List or Library where the specific List Item is situated | Specify the SharePoint List or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint List or Library Name from the SharePoint Browser |
| Folder | Refers to the SharePoint Folder where the specific List Item is situated | Specify the Folder OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the Folder from the SharePoint Browser |
| List Item Id | Refers to the relevant SharePoint List Item Id within the stipulated SharePoint List or Library | Specify the List Item ID OR use the ellipse button to open Context Browser |
Considerations when working with the List Item ID
The "ID" node is for internal system use only and cannot be used as an unique identifier, rather the "Item" node should be used.
It is recommended to use the Item node as shown and not the ID node as the ID node is Static whereas the Item node is Dynamic.
Manage Users and Groups
The SharePoint Manage Users and Groups wizard screen is used to manage users and groups. The Manage Users and Groups wizard screen is context sensitive and will display differently depending on the selections made in previous wizard screens. The Manage Users and Groups wizard screen is only displayed in advanced mode and allows multiple users and groups to be added or deleted.
| Feature | What it is | How to use it |
|---|---|---|
| Assign |
Specifies the location of the users or groups that should be configured. The following selections are available:
|
Click on the Assign button and select the relevant location |
| Edit | Modifies the selected field | Select the configured field that should be edited and click Edit |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Specifies the users or groups to assign permissions to | Click on Assign and specify the relevant users or groups in the displayed text box, alternatively click on the Browse button and browse to the relevant users or groups |
| Remove | Removes the selected field | Select the configured field that should be removed and click Remove |
| Remove All | Removes all the displayed fields | Click Remove All |
SharePoint Permissions
The SharePoint Permissions wizard screen is used to set up SharePoint Permissions. Select the relevant permissions from the list that should be applied to the users or groups being configured.
Process Field List Items
The Process Field List Item(s) function in the User Management Event Wizard is used to add users or groups to a Process Field List Item, or to delete existing users or groups from a specific Process Field List Item automatically.
Information required to make use of this function
- An existing Process Field List Item
The Process Field List Items wizard screen is used to specify the Process Field List Items that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Creates a new text box to add Process Field List Items | Click on Assign to add a new text box |
| Remove | Removes the selected Process Field List Item | To remove a Process Field List Item, select the Process Field List Item and select this option |
| Remove All | Removes all the selected Process Field List Item | To remove all the configured Process Field List Item, select this option |
| Text box | A Process Field List Item will automatically be loaded in this text box | If a different Process Field List Item is required, type the correct Process Field List Item in the text box or use the ellipse button to select the correct Process Field List Item |
SharePoint User or Group
The SharePoint User or Group wizard screen is context sensitive and will have different names depending on the selections made in previous wizard screens. The information contained within the screen however does stay constant. The SharePoint User or Group wizard screens are only viewed when the wizard is run in advanced mode.
The SharePoint User or Group wizard screen will have one of the following titles, depending on the selections made in previous wizard screens:
- Users to Add to a SharePoint Site
- Users to Add to a SharePoint Group
- Users to Add to a SharePoint List
- Users / Groups to Add to a SharePoint Folder
- Users / Groups to Add to a SharePoint List Item
- Users / Groups to Add to Process Field List Items
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Provides a text box that can be used to add the required information | Click on Assign to add the relevant information |
| Remove | Removes the selected User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Also add users to the site members group (Contribute permission) | Will also add users to the site members group allowing the users to contribute to the SharePoint site | Select the check box |
| Store user information in this process field: | Stores user information in the specified process field | Select the check box and supply the relevant process field |
Reset Inheritance on a Site, List or Library
The SharePoint User Management Wizard provides a platform for resetting the specified Inheritance on a site, list or library automatically as part of the workflow.
| Feature | What it is |
|---|---|
| Manage Inheritance | The Manage Inheritance wizard screen is used to configure the inheritance of the selected site, list or library. |
| SharePoint Site | Selecting the SharePoint Site option from the Manage Inheritance wizard screen will start a specific path in the wizard configuring the inheritance settings for a specified SharePoint Site |
| SharePoint List / Library | Selecting the SharePoint List / Library option from the Manage Inheritance wizard screen will start a specific path in the wizard configuring the inheritance settings for a specified SharePoint List / Library |
| SharePoint Foldere SharePoint Folder option from the Manage Inheritance wizard screen will start a specific path in the wizard configuring the inheritance settings for a specified SharePoint Folder | |
| SharePoint List Item | Selecting the SharePoint List Item option from the Manage Inheritance wizard screen will start a specific path in the wizard configuring the inheritance settings for a specified SharePoint List Item |
| Process Field List Item(s) | Selecting the Process Field List Items option from the Manage Inheritance wizard screen will start a specific path in the wizard configuring the inheritance settings for the specified Process Field List Items |
Manage Inheritance
The Manage Inheritance wizard screen is used to configure a site's inheritance settings. The Manage Inheritance wizard screen is only viewed when the wizard is run in advanced mode and provides the functionality of managing multiple sites inheritance settings.
Resetting inheritance only works on sites and other SharePoint entities that have a parent.
| Feature | What it is | How to use it |
|---|---|---|
| Assign |
To manage the inheritance of a site, select the Drop Down Arrow and select the location of the relevant site:
|
Click on Assign to configure the relevant inheritance settings |
| Edit | Modifies the listing | Click on the User or Group Listing and select this option, to edit a configured User or Group Listings |
| Remove | Removes User or Group Listings | To remove a configured User or Group Listings, click on the User or Group Listing and select this option |
| Remove All | Removes All User or Group Listings | To remove all the configured User or Group Listings, select this option |
| Source | Displays the relevant Source | User Reference |
| SharePoint Site | Displays the relevant SharePoint Site | User Reference |
| SharePoint List | Displays the relevant SharePoint List | User Reference |
| SharePoint Folder | Displays the relevant SharePoint Folder | User Reference |
| SharePoint List Item | Displays the relevant SharePoint List Item | User Reference |
SharePoint Site
The SharePoint Site function in the User Management Event Wizard is used to add users or groups to a SharePoint Site or to delete existing users or groups from a specific SharePoint Site automatically.
Information required to make use of this function
- An existing SharePoint Site URL
SharePoint Site
The SharePoint Site wizard screen is used to specify the SharePoint Site that should be used during the wizard configuration. The SharePoint Site wizard screen is context sensitive and will display different settings depending on the previous selections made.
SharePoint Site Configuration 1
SharePoint Site Configuration 2
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL that should be used | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Specifies the relevant List or Library Name that should be used during the configuration process | Specify the SharePoint Library or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
SharePoint List / Library
The SharePoint List / Library wizard screen is used to specify the SharePoint List / Library that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List or Library is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Specifies the relevant List or Library Name that should be used during the configuration process | Specify the SharePoint Library or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint Group from the SharePoint Browser |
SharePoint Folder
The SharePoint Folder function in the User Management Event Wizard is used to add users or groups to a SharePoint Folder, or to delete existing users or groups from a specific SharePoint Folder automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name where the folder is located
- An existing Folder
The SharePoint Folder wizard screen is used to specify the SharePoint Folder that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List or Library containing the folder is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Refers to the SharePoint List or Library where the specific Folder is situated | Specify the SharePoint List or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint List or Library Name from the SharePoint Browser |
| Folder | Refers to the relevant SharePoint Folder within the stipulated SharePoint List or Library | Specify the Folder OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the Folder from the SharePoint Browser |
SharePoint List Item
The SharePoint List Item function in the User Management Event Wizard is used to add users or groups to a SharePoint List ITem, or to delete existing users or groups ;from a specific SharePoint List Item automatically.
Information required to make use of this function
- An existing SharePoint Site URL
- An existing List or Library Name where the List Item is located
- A valid List Item ID
The SharePoint List Item wizard screen is used to specify the SharePoint List Item that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| SharePoint Site URL | Stipulate the SharePoint Site URL where the relevant List Item is located | Specify the SharePoint Server URL e.g. http://SPSServer:121 OR use the ellipse button to open Context Browser and select the SharePoint URL |
| List or Library Name | Refers to the SharePoint List or Library where the specific List Item is situated | Specify the SharePoint List or Library Name OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the SharePoint List or Library Name from the SharePoint Browser |
| Folder | Refers to the SharePoint Folder where the specific List Item is situated | Specify the Folder OR use the ellipse button to open Context Browser, alternatively use the Browse option to locate the Folder from the SharePoint Browser |
| List Item Id | Refers to the relevant SharePoint List Item Id within the stipulated SharePoint List or Library | Specify the List Item ID OR use the ellipse button to open Context Browser |
Considerations when working with the List Item ID
The "ID" node is for internal system use only and cannot be used as an unique identifier, rather the "Item" node should be used.
It is recommended to use the Item node as shown and not the ID node as the ID node is Static whereas the Item node is Dynamic.
Process Field List Items
The Process Field List Item(s) function in the User Management Event Wizard is used to add users or groups to a Process Field List Item, or to delete existing users or groups from a specific Process Field List Item automatically.
Information required to make use of this function
- An existing Process Field List Item
The Process Field List Items wizard screen is used to specify the Process Field List Items that should be used during the wizard configuration.
| Feature | What it is | How to use it |
|---|---|---|
| Assign | Creates a new text box to add Process Field List Items | Click on Assign to add a new text box |
| Remove | Removes the selected Process Field List Item | To remove a Process Field List Item, select the Process Field List Item and select this option |
| Remove All | Removes all the selected Process Field List Item | To remove all the configured Process Field List Item, select this option |
| Text box | A Process Field List Item will automatically be loaded in this text box | If a different Process Field List Item is required, type the correct Process Field List Item in the text box or use the ellipse button to select the correct Process Field List Item |
Finished
This Screen marks the end of the SharePoint User Management Wizard
| Feature | What it is |
|---|---|
| Would uou like to configure Permissions? | Check this option to take set permissions, this will take you to the Actions screen with the option Manage Permissions |
Once the wizard has configured the integration process, it can be accessed to change configuration settings by double-clicking on the workflow design canvas to load the workflow project properties and selecting the SharePoint Integration Process Property Wizard