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  (c) PMWeb, Inc., 2021

Team Input Dialog

 
Use this dialog to invite one or more PMWeb users to act as partners within a Visual Workflow step. This dialog is opened by clicking the Team Input link in the Workflow Actions section of the Workflow Tab.
 
Team Input Dialog
1

Save Button

1. Save Button
Save Button
2

Cancel Button

2. Cancel Button
Cancel Button
3

Step Field

3. Step Field
Read only. The number and role of the Visual Workflow step.
4

Approver Field

4. Approver Field
Read only. The ID and name of the user filling the role of the step.
5

Request Team Input Field

5. Request Team Input Field
Select one or more users to invite to the team by checking the box in front of their name.
6

Can Edit Record Checkbox

6. Can Edit Record Checkbox
Allows the selected team members to edit the record even if regular security settings do not allow them to do so.
7

Can Edit Notes Checkbox

7. Can Edit Notes Checkbox
Allows the selected team members to edit notes in the record even if regular security settings do not allow them to do so.
8

Can Edit Attachments Checkbox

8. Can Edit Attachments Checkbox
Allows the selected team members to edit attachments to the record even if regular security settings do not allow them to do so.
9

Message Field

9. Message Field
The message entered here will be displayed in the Visual Workflow log and can be displayed in team input request emails. Message templates for team input requests are configured in Email Templates.
10

Team Progress Table

10. Team Progress Table
Read only. This table displays all of the current members of the team for the step and their latest progress.