Making Sure a Sequence of Tasks is Performed by the Same User

There will often be occasions when you want one user to take responsibility for seeing a process through a number of steps, rather than a number of different users being involved. To do this, you need to link tasks in a chained execution.

1. In the Process Editor open the Tasks drawer on the Palette. Click on the User Task icon, and drag and drop it onto the sequence flow between Display Message and End Event. Call this user task Send Out Welcome Pack.
2. Add a participant to the Send out Welcome Pack task by opening Participants under the Process Package in Project Explorer, and selecting Process Tester. Drag and drop this participant onto the task in Process Editor.
3. Click on the User Task icon in the Palette again, and drag and drop it onto the sequence flow between Send Out Welcome Pack and End Event. Call this user task Make Follow Up Call to Customer.
4. Add a participant to the Make Follow Up Call to Customer task by opening Participants under the Process Package in Project Explorer, and selecting Process Manager. Drag and drop this participant onto the task in Process Editor.
   
5. In the Process Editor select the tasks from the Display Message user task to the Make Follow Up Call to Customer user task.

   To make this multiple selection, first select the Display Message user task. Hold down the Ctrl key and click the other two user tasks, Send Out Welcome Pack and Make Follow Up Call to Customer, to select them. The tasks you selected will now be outlined in bold.

   Note: Alternatively you can select the area containing these three tasks by clicking on the canvas near the top left corner of the first task. Holding the left mouse button down, drag the selection area to include all the tasks you want, and then release the mouse button.

   
6. Right-click any one of the selected objects and select Refactor > Move Into New Embedded Sub-Process.
   

   The Refactor As Embedded Sub-Process dialog is displayed.

7. Enter Chained Tasks as the Name for the new sub-process.
   
8. Click Finish. The selected tasks are now contained within the new Chained Tasks embedded sub-process.
   
9. Select the Chained Tasks embedded sub-process.
10. On the General tab of the Properties view, select the Chained Execution checkbox.
    

    The Display Message, Send Out Welcome Pack and Make Follow Up Call to Customer user tasks are now chained together.

11. Press Ctrl + S to save the changes you have made.

    You have now completed designing the process. It should look like the following illustration.