For individual tasks within a workflow, you can give site users the following types of access privileges:
You can allow a user to execute a task. For example, assume you have set up a site page that lets all your technical support representatives see a list of pending customer cases that require technical involvement. You can include a Claim button on the page that allows a site user (a support representative, in this case) to assign herself a given case. The Claim button is displayed only to those users who have Execute access rights to the task element that is triggered when the button is clicked. In addition, you can set up a Release button that allows users to return a task they previously claimed to the list of available tasks.
To allow a user to execute a task (which includes the ability to claim and release it), give him or her Execute access rights as described below.
You can allow users to assign a task to other people. This process is the same as allowing a user to claim a task, but it enables a user such as a manager to nominate another user for a given task. Users who have Write access can assign tasks to other users.
To implement this feature, you must perform the following steps:
Enable the task’s Assignable option as described below.
Give Write access to the appropriate users as described below.
Add an Assign button (or its equivalent) to an appropriate site page. When users with Write access for this task click the Assign button, a list of users appears to whom the task can be assigned. This list includes the principals that have been granted Execution access rights to the task. For example, if you grant Execution privileges to a profile group, all members of this group appear in the list. The page developer should configure the Assign control to call
WorkflowView.setTaskOwner(processName, segmentName, subject id, tasked, user)whereuseris an instance ofatg.userdirectory.User.
To give a user Execute or Write access for a task:
Display the appropriate workflow in the ACC.
Right-click the task whose security access you want to change.
Follow the procedure described in the previous section, Allowing Site Users to Execute Workflows.
To make a task assignable:
Display the appropriate workflow in the ACC.
Right-click the task whose access you want to change.
Click Edit Details.
Check the Assignable option.
Close the task element.
Select File > Save to save your changes to the workflow.
