Define a Participant

A process can define participants as a group, position, or organization unit (although other types are also allowed). This allows users mapped to the group, position, or organization unit to receive work items.

Procedure

  1. From Project Explorer, locate Participants inside WelcomeUsers.
  2. Right-click Participants, then select New > Participant.

    The New Participant window opens.

  3. Change the Label to Process Tester.

    Ignore the validation marker about leading and trailing spaces. The full name should not generate a validation marker.

  4. For Type, click External Reference.
    This allows the selection of a participant from the organization model who is defined outside the process.
  5. Click .
    The Select Type window opens.
  6. Select Tester, then click OK.
    Note: Type the first letters of ’Tester’ in Saved type(s) (? = any character, * = any string): to show all external references that start with those letters.
    External Reference now includes Tester.
  7. Click Finish.
  8. Press CTRL + S to save the changes.