Participants

When a process designer creates a user task, they can define the participant(s) who will perform the task at runtime.

Participants are defined in the following ways:

  • statically, by specifying one or more organizational entities - groups, positions, organization units or organizations.
  • dynamically, by using runtime data to identify the required organizational entities.
  • using expressions, by building a query that interrogates the organization model to identify the required organizational entities.

This flexibility allows a process designer to handle both simple and complex distribution scenarios without impact on the overall process design. For example:

  • offer a user task to all Customer Service Representatives.
  • allocate a user task to an accountant if the value to be signed off is less than $5000, but allocate it to an Accounts Manager if the value is $5000 or more.
  • allocate a user task to a single loss adjuster who holds at least level 2 motor insurance certification and is based in the Chicago office.