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Finance | Project Operations, Human Resources, ...
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Set Workflow Options for all users

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Posted on by Microsoft Employee

Hi,

How can I edit these preferences for all users?

pastedimage1597060563509v1.png

Is there a way to edit this for all users, instead of having to edit each one at a time?

Thanks in advance.

Best regards,

Ana Alves

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set Workflow Options for all users

    Hi André,

    It's working now. The problem was that I had to edit the data source:

    pastedimage1597133609286v1.png

    And this is what I was (wrongly) doing:

    pastedimage1597133756055v2.png

    Thanks.

    Best regards,

    Ana Alves

  • Mukharjee Profile Picture
    Mukharjee 65 on at
    RE: Set Workflow Options for all users

    it is possible to do via the export/import option. please export the entity "User information". Maintain for one employee from the front end, and once exported, please check that particular employee record and adopt for the remaining records and then import.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,494 Super User 2025 Season 1 on at
    RE: Set Workflow Options for all users

    Hi Ana,

    I don't have this error. What security role(s) do you have assigned? I do assume you are using Office 2016, 2019 or Office 365?

    If you don't have the system administrator role, try if someone with this role is able to add the fields.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Set Workflow Options for all users

    Hi André,

    Thanks for your reply.

    I'm trying to add the field:

    pastedimage1597097952933v1.png

    When I double-click the field, I get this error:

    pastedimage1597097975823v2.png

    Am I missing something?

    Thanks in advance.

    Best regards,

    Ana Alves.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 292,494 Super User 2025 Season 1 on at
    RE: Set Workflow Options for all users

    Hi Ana,

    You can use the 'Open in Excel' (UserInformation) to edit data for all users. When Excel is opened, you can design the connector and add the fields. reload the data, then change the values and publish.

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