Reassign a step to another user or role - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

Can I reassign a workflow step to both a user and a role?

You can only reassign a workflow step to either a user or a role, not to both.

  1. In the To Do List, right-click the step that you want to reassign.

  2. Click Reassign on the shortcut menu.

  3. Type the wildcard * or a portion of the user name or role in the Reassign to User search box, and click Find.

  4. Select the user or role from the results to which you want to reassign the step.

The software removes the reassigned step from your To Do List, and the step appears in the To Do List of the user or role to whom you assigned the step.