When a user adds a participant to a work item, a list of participants can be presented to the user as possible assignments to the role. This is done if Role Sourcing is setup on the role on that work type.
Modeller > Participant Roles > Edit Role from burger menu > Sharedo Ownership nav bar > Edit from burger menu on relevant work type
Role Sourcing aspect
Configure the settings in this aspect to determine which participants are queried for possible assignment to this role.
| Query the ODS | Tick to switch role sourcing on. |
| Suggest network connections for these roles: | When creating network connections, suggestions can be made by finding participants that have the roles specified here. Click in the field and select a role - multiple roles can be selected. |
| Show related participants on this sharedo |
When adding a participant to a work item, if this is ticked other participants on this work item are suggested to the user. You can specify roles that are to be included and/or excluded in the suggestions. If you don't specify roles, all participants that meet the role ODS Setting (i.e. a witness can only be a person) are suggested. Click in the fields and select a role - multiple roles can be selected. |
| Show related participants on parent sharedos |
When adding a participant to a work item, if this is ticked other participants on parent work items are suggested to the user. You can specify which work types to include and which roles are to be included/and or excluded. If nothing is specified all participants on all parent work items that meet the role ODS Setting (i.e. a witness can only be a person) are suggested. Click in the fields and select a role - multiple roles can be selected. |