20.3.5 Adding a Workflow Participant

Add a workflow participant by right-clicking the workflow version and selecting Create Participant.

To create a new workflow participant:

  1. Right-click on the workflow version and select Create Participant.
  2. Enter the participant Name.
    The name can represent the participant's role in the workflow. For example, Medical Appointments Agent or Requisition Manager.
  3. Specify Type:
    • Workflow Owners can start and terminate instances of the workflow, or retry a faulted workflow.
    • Workflow Administrators can start, terminate, suspend, resume, and retry instances of the workflow. Workflow administrators can also update variable values of a workflow instance.
  4. Under Value:
    1. Type - Select how the participant is populated.
    2. Code Editor - Specify the value or query that produces a valid participant or list of participants.
  5. Click Show Messages to view and fix errors.
    The Show Messages icon indicates whether there are any workflow modeling or workflow configuration errors. When you click the icon, APEX displays the list of errors. You can click on an individual error to focus on that activity in the workflow. Note that you cannot save the workflow until you address any errors.
  6. Click Save to save your changes.