Assigning an Actor or a Role to an Activity

Basic Administration > Supporting Collaboration > Workflow Administration > Workflow Tools > Workflow Template Administration > Workflow Template Editor > Activity and Process Properties > Activity Tab > Participants Tab > Assigning an Actor or a Role to an Activity

You can add or remove users and groups from team roles in an activity that is being executed. New activity tasks are automatically generated for the added users, and tasks are automatically removed from the Tasks table of users or groups who are removed from team roles.

Use the following procedure to assign the Creator actor, or a role to an Activity:

Creator is the only actor defined in Windchill, and it is assigned by default; therefore, the following steps should be unnecessary for the Creator actor unless the creator was manually removed from the participants list.

1. Click Actors to display either Creator as the only actor, or click Team to display a list of available team roles.

2. Select Creator or select a role and click the >> button. If you are assigning roles, you can select as many teams as necessary.

3. When you have finished assigning the actor or role, click OK to save the assignments, or click one of the buttons on the left to continue.