Assigning users to a workflow state

BlueCielo Meridian Enterprise 2016 Configuration Guide

The To-Do Persons page options control which users may be selected when documents are routed to the current state.

To assign users to a workflow state:

In Configurator, expand Workflow Definitions in the configuration tree and select the workflow definition you want to edit. Its property pages appear in the right pane.
Click the States tab to display the current workflow.
Click the Edit button to modify the workflow.
Double-click the state that you want to edit. The state’s Properties page appears.
Click the To-Do Persons tab. The current to-do persons options appear.
Select or type options using the descriptions in the following table to specify the user names that will be set in the workflow’s To-Do Person (By) property when a document is routed to the current state.

Workflow definition state user options
Option	Description
Current workflow managers	The names in the Manager workflow property.
Current To-Do Persons	The names in the To-Do Person (By) workflow property.
Current user	The names in the Manager workflow property.
Other users	Other users determined by the following options.
Calculate the following expression	Select this option to calculate the names of the to-do persons. Type a VBScript expression or click the Meridian Script Editor button to build a VBScript expression. For information on using VBScript for configuration expressions, see the BlueCielo Meridian Enterprise VBScript API Reference.
Select manually	Allows the user performing the transition to manually select the to-do persons.
From the list of users calculate by the following expression	Select this option to calculate the names of the to-do persons that the user will be allowed to select. Type a VBScript expression or click the Meridian Script Editor button to build a VBScript expression. For information on using VBScript for configuration expressions, see the BlueCielo Meridian Enterprise VBScript API Reference.
Include the current user in the list	Includes the name of the user performing the transition in the list of available users. This allows users to select themselves.
Entering document log comments is optional	Allows users to skip entering comments when routing to this state.