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XMPro WorkFlow
XMPro WorkFlow
  • What is XMPro WorkFlow?
  • Getting Started
    • Browser Requirements
    • Features
  • Resources
    • What's New in 7.0
    • Security
    • Connectors
    • FAQs
      • Integration
      • Configuration
      • Troubleshooting
      • WorkFlow Monitor
  • Concepts
    • WorkFlow
    • WorkFlow Designer
    • WorkFlow Monitor
    • Administrator Model
    • Process Model
    • Activities
    • Activity Fields
    • Visio Basics
    • Activity Configuration Wizard
    • Integration Wizard
    • Report Designer Wizard
    • Dashboard Designer Wizard
  • How-To Guides
    • Business Group Management
      • Business Group Management in WorkFlow Designer
      • Business Group Management in WorkFlow
    • Role Management
      • Role Management in WorkFlow Designer
      • Role Management in WorkFlow
    • User Management
      • User Management in WorkFlow Designer
      • User Management in WorkFlow
    • Site Settings Management
      • Using Site Settings in WorkFlow Designer
      • Using Site Settings in WorkFlow
    • Meta Data Management
      • Meta Data Management in WorkFlow Designer
      • Meta Data Management in WorkFlow
    • Working with Process Groups
    • Working with Processes
    • Working with Activities
    • Working with Fields
    • Importing and Exporting Visio Diagram
    • Using Fast Fields
    • Using the Designer Wizards
      • Activity Configuration Wizard
      • Object Configuration Wizard
      • Integration Wizard
    • Configuring Landing Pages
    • Using the Report Designer
    • Using the Dashboard Designer
    • Using the Site Styles in WorkFlow
    • Transfer Manager
    • WorkFlow Connectors Administration
    • Creating WorkFlow Connector Plugins
  • Administration
    • Applying License
    • Manage Options
  • Installation
    • 1. Preparation
    • 2. Install WorkFlow
    • Upgrading Existing Installations
  • Release Notes
    • v7.0
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  1. How-To Guides

Business Group Management

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Last updated 9 months ago

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A Business Group is a logical group of Roles and is used for routing, notification and escalation purposes in XMPro. A role can form part of more than one business group. The business group is always the first thing you need to create in a new site.

Business Group Management can be performed in the WorkFlow Designer or in WorkFlow.

Only users with the appropriate rights will be able to add, edit or delete Business Groups in WorkFlow or in WorkFlow Designer. In WorkFlow Designer, if Business Groups are not showing in the explorer pane, check that the Read and Write boxes are checked for Business Groups in the Options Editor.

If you are not able to access the Business Group under Manage in WorkFlow , in WorkFlow Designer in the Options Editor, check that the user has access to Read and Edit Users.

For more information on how to manage Options, click .

Properties of a Business Group

Identification

Description

Use this property to define a short description for this business group.

Name

Use this property to define the name of this business group.

Identifier

ID

A numerical value which uniquely identifies this business group. This property is automatically assigned, and used internally by XMPro.

Routing

Escalate To

Use this property to define to which role this group’s tasks must be escalated. This value will be used by XMPro to determine escalation for this business group.

The Business Group is always the first thing you need to create for a new site.

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