Set Workflow Options for all users

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Posted on by Community Member

Hi,

How can I edit these preferences for all users?

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

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Answers (1)

Community Member on at

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RE: Set Workflow Options for all users

Hi André,

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

And this is what I was (wrongly) doing:

Thanks.

Best regards,

Ana Alves
Mukharjee 65 on at

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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 Cal... 292,865 Super User 2025 Season 1 on at

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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 on at

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RE: Set Workflow Options for all users

Hi André,

Thanks for your reply.

I'm trying to add the field:

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

Am I missing something?

Thanks in advance.

Best regards,

Ana Alves.
Verified answer

André Arnaud de Cal... 292,865 Super User 2025 Season 1 on at

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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.