How to Configure the Single Participant Type

Figure 29-20 shows the Edit Participant Type dialog box for the single participant type. Figure 29-21 shows the expanded Advanced section.

Figure 29-20 Edit Participant Type — Single Type

Description of Figure 29-20 follows
Description of "Figure 29-20 Edit Participant Type — Single Type"

Figure 29-21 Edit Participant Type — Advanced Tab

Description of Figure 29-21 follows
Description of "Figure 29-21 Edit Participant Type — Advanced Tab"

To be dynamically assigned to a task, a single participant can be selected from a group, an application role, or a participant list.

To configure the single participant type:

  1. 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 single participant type are listed in Table 29-7:

    Table 29-7 Edit Participant Type — Single Type

    For This Subsection... See...

    Participant List

    Creating a Single Task Participant List

    Limit allocated duration to (under the Advanced section)

    Specifying a Time Limit for Acting on a Task

    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 Control (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 new entry. Use the drop-down list to select the assignment context Name and provide a value for this assignment context.

    Let participants manually claim task (under the General section)

    Creating Participant Lists Consisting of Value-Based Names and Expressions

    Auto assign task to a single user/group/application role (under the General section)

    Creating Participant Lists Consisting of Value-Based Names and Expressions