Assign Sections or Report Objects to a User or User Group in a Workflow Process

You can use the workflow process to assign sections or report objects to users or user groups in CDM. You can also use a workflow to control access to sections or report objects, and to control the progression of a section or report object along the workflow chain as it is completed.

This task can only be performed on sections or report objects that have workflow inheritance disabled. Any descendant sections or report objects that have workflow inheritance enabled will also inherit the newly assigned users or user groups.

Sections and report objects can be assigned by the administrator to other users for completion through the workflow process. If a section or report object is already assigned to a user, the administrator can reassign it to any other user.

Users cannot assign a section or report object to another user, except by advancing the section or report object to the next stage of the workflow chain. This action automatically changes the assigned user to the next person responsible for working on the section or report object.

Important: If the initial user assigns the section or report object to another user via workflow by mistake, only the administrator can reassign the section or report object again.

To assign a section or report object to a user or user group in a workflow process:

1. Open the report that you want to work with.
2. In the report tree on the left, right-click the section or report object and select Workflow > Workflow Users.
3. Select a user or user group and click OK.
4. In the confirmation window, click OK.