Using Capabilities and Privileges in Allocating Work to Process Participants

Using capabilities and privileges allows you to allocate work at runtime.

For example,

  • 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.

To allocate work to process participants using capabilities and privileges, you need to use an organization query. This allows you to enter a query using a script or expression. This is evaluated when a referenced task is executed at runtime, 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. For example, you could define a capability called French speaker and then create a query that resolves a user task to any user who possesses the French speaker capability.
  • an entity in the organizational model. For example, you could define a query that resolves a user task to Accounts Managers who can sign off values of $5000 or more.

See Assigning Participants to a User Task for more information.