Who is this article for?

Users who want to troubleshoot this error.

No elevated permissions are required.

This document provides a detailed procedure to follow when a user does not appear in the anticipated list within the system. It includes essential verifications such as confirming the user’s presence in Personnel Administration, reviewing folder settings, identifying potential approver conflicts, and understanding the user addition dropdown functionality. These steps are designed to facilitate efficient user management and ensure accurate list population.

1. Issue

Users may fail to appear in the designated approval, review, or notification lists within the system due to absent personnel records, incorrect folder configurations, conflicts arising from approver assignments, or misunderstandings regarding the user addition process.

2. Resolution

The following section provides a comprehensive guide detailing the necessary steps to effectively resolve this issue. Furthermore, it examines the various potential causes that may explain why a user is not appearing, thereby offering a thorough understanding of the underlying factors.

2.1. User not appearing in list

1. Verify that the user exists within Personnel Administration.
2. If the user is absent, add them using the Add Users or Edit function and assign them to the appropriate groups.

2.2. Folder settings verification

1. Navigate to the folder’s properties and open the General tab.
2. Confirm that “Individuals allowed in approval, review, and notify lists” is enabled.
3. Select “Apply all” to activate the configuration.

2.3. Required approver conflict

If a user is designated as a required approver within the folder properties, they will not be displayed in the document lists.

2.4. Dropdown menu visibility

The dropdown menu becomes visible when you select “Add users or groups”, rather than by right-clicking.