Assigning a Task to a User Based on their Job Function

If you create a group of users who perform a similar job function in your Organization, you can assign a task to members of that Group.

Runtime Behavior

At runtime the task will be offered to members of the group Managers. Before this can occur, an administrator must map users to the Managers group using the Organization Browser in Openspace. For more information see the Mapping Resources chapter in the TIBCO Organization Browser User’s Guide.

Note: By default, the Organization Browser is available in Openspace. In Workspace, the button used to display the Organization Browser is by default not visible. However, in both clients administrators can configure which functions are available. Depending on your organization’s policy, therefore, you may be able to use the Organization Browser from either client application or from both. This tutorial assumes that you are using Openspace.

Procedure

  1. Select the WelcomeUsers process and click on the Display Message user task, and in the General tab for the Properties view, Process Tester is already selected as a Participant in the WelcomeUsers project. Delete this reference to a participant by selecting the Clear button.
    Note: If you look at Process Tester in Project Explorer, you will see that it has an error indicator. This is because it references an entity in the organization model which you deleted in the Importing the Initial Resources procedure. Once Process Tester is no longer assigned to any task, you will delete it.
  2. Drag and drop the group Managers from the Project Explorer view of the EasyAsExtendedOMSolution organization model onto the Display Message user task in the WelcomeUsers process. The following message displays:
  3. Click Yes to allow this, which means that you can now assign elements of the EasyAsExtendedOMSolution organization model to the WelcomeUsers project.
  4. You will now see Managers shown in the Participants tab for the Display Message user task.
  5. Press CTRL + S to save the changes you have made.
  6. Repeat steps 2 to 5 above to assign the same participant, the group Managers, to the Send out Welcome Pack user task.
  7. In Project Explorer, right-click on the Process Tester participant and select Delete.

    You have now assigned both user tasks in the process to users who are part of the group Managers.

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