The Routing Group and Groupboxes window creates a link between a Routing Group and a Groupbox. Groupboxes are often convenient for dividing large departments into groups, but you can also route forms within a Routing Group. Notifications that you send to a groupbox are visible to all members of the groupbox.

Use the Routing Groups and Groupboxes window.

   To set up a groupbox:

1. Query the Routing Group for which you want to add the Groupbox.

   If you previously created a groupbox for this routing group, the system displays that information. To create a new groupbox, choose New Record from the toolbar.

2. Enter a name for the groupbox.

   Note: Groupbox names must be unique. Do not enter the user's name as the groupbox name.

3. Enter a short description of the groupbox.

4. To add users to the Groupbox, enter the user names. Assign each user a role for this groupbox.

   By default, this groupbox uses the Routing Group roles assigned the user in the People Extra Information, US Federal Workflow Routing Group. To change the user's role when working with notifications sent to the Groupbox, select or deselect the applicable roles. (Selecting a role here doesn't change the default role.)

   Note: Before adding a user to a Groupbox, the user must be a registered Oracle application user and must also belong to a routing group.

5. Save the file.

6. To remove a user from the Groupbox, select the row, choose the Delete Record icon on the toolbar, and save the file.

7. To add multiple Groupboxes to a Routing Group, place your cursor in the Groupbox Name field and choose the New Record icon on the toolbar. Repeat steps 3 - 6.