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You can also refactor the participants in your process into an organization model (see Exporting Participants to an Organization Model).
• Role - identifies the role responsible for performing an activity. For example, in a financial institution there may be roles such as Reconciler, Manager, and so on.
• Organizational Unit - identifies the department or unit within an organization that performs an activity. For example, Legal, Marketing and so on.
• Human - identifies a specific person or user that performs an activity.
• System - identifies an activity that is performed by a system.
• Organization Model Query - allows you to enter a query using a script or expression. This is evaluated when a referencing task is executed at run-time, so the actual participant is resolved and the activity dispatched and offered to the participant. A query could resolve to a participant in the package/process or to an entity in the organizational model.
• You can also create an organization model from the participants you have defined in your process as described in Exporting Participants to an Organization Model.
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3. Click the Back button if you need to change either the name of the Project and Package where the participant will be created. If you want to change either, click the Project or Package button.Participants can be created at either the package level or at the process level. Creating them at the package level is recommended as it enables them to be shared amongst processes. Select the Process checkbox and specify a process if you want to create the participant at the process level.
4. Click Next.
5. Specify the Name and Type of the participant (either a basic type, or an external reference as described previously in this section) and click Finish.
− To create a basic type, select Basic Type and choose from Role, Organization_Unit, Human, System and Organization Model Query, and click Finish.If you select the Organization Model Query button, you can then enter the Organization Model Query Script in Resource Query Language (RQL) using a script or expression in the General tab of the Properties view. This is evaluated when a referencing task is executed at run-time, so the actual participant is resolved and the activity dispatched and offered to the participant. A query could resolve to a participant in the package/process or to an entity in the organizational model.
− To create an external reference to an organization model, select External Reference, and clickto select a type from the organization model.
Choose a type from those shown in Matching Items, or key in the first few characters of the name you are looking for in the field under Select type(s)(? = any character, * = any string and choose from those shown. Click OK.
− You can import participants from other projects. At the process package level, right-click and select Import Participants Wizard. You can then select which project/s you wish to import participants from.
− All external references to participants from within the same project must be to the same major version of the organization model. However, you can reference different minor or micro versions of the model. For example, if you have included a reference to a participant in version 1.0.0.qualifier of the organization model, and the model subsequently changes, you could reference a participant in version 1.1.0.qualifier, but not version 2.0.0.qualifier.
− You can select multiple participants for drag and drop operations using the Ctrl (for single selection) or Shift (to select a range) keys.
− Add Task Participant(s) Selecting this option adds the participants to any existing participants for the activity.
− Set Task Participant(s) Selecting this option clears any existing participants associated with the activity, before setting the participants to those you selected.
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− Right-click the activity, and select Participant.
3. Highlight participants you want to select and click Add to move them to the Selection column. When you have finished selecting Participants, click OK.
− You can select multiple participants by pressing either the Ctrl (for single selection) or Shift (to select a range) keys while making your selection.
− The wildcard ? returns all matching participants. Use the * wildcard to restrict the results (for example, *2 to return all Participants ending in 2. Note that the wildcard * by itself does not return any results; it only works in conjunction with a string.Click on this to see the dropdown, and select Enable Highlighting.
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