Defining a Role Query

To define a role query:

1. Select Reporting Tools, Query, Query Manager, Create New Query.

2. Select the Workflow record definition that you want to query.

   A role query returns a set of role users, so the record definition that you want is either ROLEUSER (which lists role users and the role to which they are assigned) or ROLEXLATOPR (which lists role users and their IDs).

3. Select ROLEUSER as the only SELECT field.

4. Specify the criteria for finding role users.

   For example, to define the manager role, join the ROLEXLATOPR record definition with a record definition that identifies each user’s manager.

   Because you create query roles to route items differently based on the context (for example, which employee created the item) the query usually includes at least one runtime prompt. The runtime prompts (or bind variables) correspond to the data on which you want to base the routing decision. At runtime, the system sets the values of the variables based on data from the page that triggers the event.

5. Select Properties.

6. Select Role as the query type.

7. Save the role query using a name that begins with [ROLE] so that you can identify it as a role query.