Limiting the Users Listed in a User Selection Field

To limit the users associated with a project or view that will be listed in a user selection field in a step:
  1. On the Context Limits tab of the Edit Step dialog box, clear the Use global workflow context limits for this step check box if it is selected.
  2. From the Context tree view, select the project or view for which you want to limit the associated users listed in a user selection field. The Add button is enabled.
  3. Click Add. The Select Property dialog box opens.
  4. From the drop-down list, select the Property for which you want to limit the list of available users.
  5. Click OK.
  6. Select the same user selection field under Property on the Context Limits tab of the Edit Step dialog box.
  7. Do one or both of the following:
    • Click the Add Users button to select the user(s) to be listed in the user selection field. Use the Ctrl or Shift key to make multiple selections.
    • Click the Add Groups button to select the group(s) to be listed in the user selection field. Use the Ctrl or Shift key to make multiple selections.
    Note: Clicking the All Users button will remove all previous selections and list all the users associated with the selected project or view in the user selection field.
  8. Optionally, click the Add References button to select the user selection field(s) for which you want the same list of available users. Use the Ctrl or Shift key to make multiple selections.
  9. Optionally, select the Use global workflow context limits for this step check box to set the same user selections for every step in the workflow.
    Note: User selections are automatically set globally on the Context Limits tab of the Workflow Properties dialog box.
  10. Click OK.
  11. Save the workflow.
Parent topic: Controlling the Contents of the APE Form