Team Association Rules
When a workflow activity begins, an appropriate team is automatically created, according to the following rules:
• If you have established a default team template in the product or library context, that team template is used as the basis for any new team.
• If no corresponding team template exists in the product or library context, the default team template defined in the organization context is used as the basis for the new team.
• If no corresponding team template exists in the organization, product, or library context, the team template in the site context is used as the basis for the new team.
• The team is given a name containing the name of the object for which it is created.
After a team has been created, users with the necessary permissions can edit the team members by clicking the team name from an object information page. On the Team page, click Edit Team to make changes.
For example, the out-of-the-box team template association for problem report objects is the Problem Report Team. If you were to create a problem report titled My Problem Report in the library called My Library, the team is created according to the following rules:
• If a team template called Problem Report Team exists in the My Library context, that team template is used as the basis for the new team.
• If no Problem Report Team exists in the My Library context, the Problem Report Team in the organization context is used as the basis for the new team.
• If no Problem Report Team exists in the organization, product, or library context, the Problem Report Team in the site context is used as the basis for the new team.
• The team is named My Problem Report.
Users with the necessary permissions can then modify the My Problem Report team by accessing the My Problem Report details page and clicking the team name on the Process tab. On the Team page, click Edit Team to make changes.