Override Roles Assigned to a Process

For dynamic processes, the process owner assigns roles to activities and adds members to these roles in design time. However, as a knowledge worker, you can temporarily override these roles—for an instance of the process—during runtime to add or delete members, modify permissions, and so on. This may be particularly useful when you require to reassign human tasks or process activities to additional members or assign additional permissions to existing members.

Note:

Unlike structured process applications, if you assign members to a role within a dynamic process instance in runtime, these assignments are retained only for that instance of the process. To retain member assignments for all instances of the process (and all deployments of the application), make these assignments in design time. See Create Process Roles.

To temporarily override a role for an instance or deployment of the process application:

1. Click the Roles tab.

   The roles currently defined for the dynamic process instance are displayed.

   
   Description of the illustration dp_roles_tab.png

2. Click the Actions icon and select Override Role.

   A list of members assigned to that role along with their permissions is displayed.

   
   Description of the illustration override_role.png

3. Enter the name of a member in the Members field or select or deselect the check box next to permission for the dynamic process instance. Note that these permissions are applicable to all activities defined within a process instance.

   The permissions defined are:

   • Start new instance

   • Instance View

   • Instance Update

   • Document View only

   • Document View and Download

   • Document View, Upload, and Download

4. Optionally, click Setup Advanced Permissions (0) to set up additional permissions specific to individual activities, documents or data objects.

   
   Description of the illustration adv_perm.png

5. Click Add Permission. Note that this will override any instance permissions you’ve set.

   Note:

   Task assignment automatically overrides role permissions. Task assignees can approve or add comments in spite of their role permissions limiting update action.

   You can set permissions on the following resources:

   • Activities

   • Documents

   • Data

   The permissions vary according to the resource selected.

   Resource	Permissions
   Documents	View View and Download View, Download, and Upload
   Data	View Update
   Activities	View Update

   Important:

   If no permissions are selected for a resource, then the role won’t have any actions allowed on that resource.