Creating Participant Lists Consisting of Value-Based Names and Expressions

Select a method for statically or dynamically assigning a user, group, or application role as a task participant. If the participant list contains a user, the selecting a group or an application role causes the dynamic assignment to fail.

For conceptual information about:

To create participant lists consisting of value-based names and expressions:

  1. From the Build a list of participants using list, select Names and expressions.
  2. Do either of the following:
    • Select Let participants manually claim the task. If you select this option, then the task is assigned to all participants in the list. An individual user from the task assignees can then manually claim the task to work on it.

    • Select Auto-assign to a single list, select User, Group, or Application Role, then select an assignment pattern.

      To find out more about each assignment pattern, and to select and configure it, click Assignment Pattern. The Assignment Pattern dialog box appears. Figure 29-24 shows an example of an Assignment Pattern dialog box.

      Figure 29-24 Selecting and Configuring an Assignment Pattern

      Description of Figure 29-24 follows
      Description of "Figure 29-24 Selecting and Configuring an Assignment Pattern"

      When you specify an application server connection in the Application Server field, the assignment patterns are loaded into the Assignment Pattern list. When you select one of the patterns from the Assignment Pattern list, a description of your selection appears in the text box.

      If you want the assignment pattern to consider all types of tasks, then select Use tasks of all types to evaluate pattern criteria. Otherwise, the pattern considers only this task type when determining the selected user. For example, to assign a vacation request task to the least busy user, and you select Use tasks of all types to evaluate pattern criteria, then all assigned tasks are taken into consideration when determining the least busy user. If you do not select Use tasks of all types to evaluate pattern criteria, then only assigned vacation request tasks are considered when determining the least busy user.

      A particular pattern may enable you to specify input parameters that control how the pattern is evaluated. For example, as shown in Figure 29-24, the Most Productive pattern enables you to specify the Time Period (in days) over which the productivity is calculated. Input values can be static, or can be dynamically set by using an XPath expression. Not all patterns accept parameters.

  3. From the Specify attributes using list, select Value-based.

    The dialog box refreshes to display the fields shown in Figure 29-25.

    Figure 29-25 Value-Based Names and Expressions

    Description of Figure 29-25 follows
    Description of "Figure 29-25 Value-Based Names and Expressions"
  4. Click the Add icon and select a user, group, or application role as a task participant.

    The Identification Type column of the Participant Names table displays your selection of user, group, or application role.

  5. To change your selection in the Identification Type column, click it to invoke a drop-down list.
  6. In the Data Type column, click your selection to invoke a drop-down list to assign a value:
    • By Name: If your identification type is a user or group, click the Browse icon (the dots) on the right to display a dialog box for selecting a user or group configured through the identity service. The identity service enables the lookup of user properties, roles, and group memberships. User information is obtained from an LDAP server such as Oracle Internet Directory. You can use wild cards (*) to search for IDs.

      If your selection is an application role, click the Browse icon to display the Select an Application Role dialog box for selecting an application role. To search for application roles, you must first create a connection to the application server. When searching, you must specify the application name to find the name of the role. The task definition can refer to only one application name. You cannot use application roles from different applications as assignees or task owners.

    • By Expression: For a user, group, or application role, click the Browse icon to dynamically select a task assignee in the Expression Builder dialog box. Use the bpws:getVariableData(...) expression or the ids:getManager() XPath function.

    The Value column displays the value you specified.

  7. To manually enter a value, click the field in the Value column and specify a value.