How to Configure the Serial Participant Type

This participant type enables you to create a list of sequential participants for a workflow. For example, if you want a document to be reviewed by John, Mary, and Scott in sequence, use this participant type. For the serial participant type, they can be any list of users or groups.

Figure 29-35 displays the Serial dialog box. Figure 29-36 shows the expanded Advanced section.

Figure 29-35 Edit Participant Type — Serial Type

Description of "Figure 29-35 Edit Participant Type — Serial Type"

Figure 29-36 Edit Participant Type — Serial Type (Advanced Tab)

Description of "Figure 29-36 Edit Participant Type — Serial Type (Advanced Tab)"

To configure the serial participant type:

In the Label field, enter a recognizable label for this participant. This label must be unique among all the participants in the task definition (for example, Approval Manager, Primary Reviewers, and so on).

Instructions for configuring the following subsections of the Edit Participant Type dialog box for the serial participant type are listed in Table 29-9.

Table 29-9 Edit Participant Type — Serial Type

For This Subsection...	See...
Participant List	Creating a Serial Task Participant List
Limit allocated duration to (under the Advanced section)	Specifying a Time Limit for Acting on a Task Note that if you specify the task expiry time at the level of a serial participant, then, when that time expires, the task does not move to the next participant in the series. Rather, the entire task expires.
Allow this participant to invite other participants (under the Advanced section)	Inviting Additional Participants to a Task
Specify skip rule (under the Advanced section)	Bypassing a Task Participant
Assignment Context (under the Advanced section)	If this participant is associated with a particular assignment context, then add that name here. Use the Add button to add a new entry. Use the drop-down list to select assignment context Name and to provide a value for this assignment context.