Create and Assign Connected User Groups

Updated 

Overview

Based on the Dynamic User Groups, Connected User Groups allow us to set the corresponding User Group/Task Queue as a subscriber to a task within the Workflow Engine.

Create a Connected User Group

  1. Click the New Tab icon Screen Shot 2017-09-25 at 1.52.25 PM.png and select Settings under the Social Core Cloud.
  2. Next, click Custom Fields.
    image.png
     
  3. Click Add Custom Field in the upper right corner.
    image.png
     
  4. Select Picklist Multiselect as the Custom Field type.
    image.png
     
  5. Enter a Name, a standard name is Connected User Group, and select Task as the Asset Type.
    image.png
     
  6. Select (or create) Workflow as the Category.
    image.png
     
  7. Select System as the Value Type and User Groups as the Source of Value.

    Add all of your relevant Workflow User Groups. Additionally, add Logged in User's Group; this will be used later for setting up a personalized Production Dashboard for all users.

    For the purpose of demonstration, we would add WF: Analyst, WF: Author, WF: Director, and WF: Producer User Groups created in the step before.
    image.png
     
  8. Select Global level field for Visibility Preferences.

    Selecting Global (Global level field or Customer) will allow visibility for users across all Workspaces within your Customer. Selecting Workspace(s) will allow visibility for all users within the specified Workspace(s). Selecting User(s) will allow visibility for only the specified user(s) and/or user group(s) if applicable. 
    image.png
     

  9. Select Task for the Asset Type to define configuration for New Custom Field and Include as part of Universal Search & Include as part of Filtering/Faceting.

    Click Save to save the Connected User Group.
    image.png