Portfolio Refresh Task Options Fields

These fields appear when you select a portfolio refresh task on the Configure Workflow step of the Workflow Configuration Wizard.

Context Type

The kind of object that the task runs against. Portfolio refresh tasks can only run against portfolios.

Context Object

The specific portfolio or portfolios that are refreshed when the portfolio refresh task runs.

Portfolio Project Criteria

Enables you to specify how the app will use the fields you list in the Field area to determine which portfolios in the workspace are refreshed.

• All of the following: Only portfolios that use all of the fields listed in the Field area to determine which projects they include will be refreshed.
• Any of the following: Portfolios that use any of the fields listed in the Field area to determine which projects they include will be refreshed.

Field

Portfolios in the workspace that use the fields you choose here to determine which projects they include will be refreshed.

For example, if Portfolio Project Criteria is set to All of the following, and if you add the Status and Start Date fields here, then all of the portfolios in the workspace that use both the Status and Start Date fields to determine which projects they include will be refreshed.

Similarly, if the Portfolio Project Criteria is set to Any of the following, and if you add the Status and Start Date fields here, then any of the portfolios in the workspace that use either the Status or Start Date field to determine which projects they include will be refreshed.

Use the  Context menu to add or remove fields.

Notify

Use this field to specify which users who are not already involved in the workflow should be notified when the task is completed. You can include any combination of users, groups, or roles.

Include Workflow Initiator

When selected, the workflow initiator is notified when the task is completed, regardless of whether the workflow initiator is also selected in the Notify field.

Preassign Notification Recipient

Use this field to specify whether the system or the task performer chooses who is notified when the task is completed.

If set to Yes, the system determines who is notified based on workflow configuration settings.

If set to No, the task performer determines who is notified. Which users the task performer can choose is determined by the users selected in the Notify field.