25.1.9.1.4 Determining Task Participants

Assign potential owners and business administrators using case-sensitive usernames.

A task participant is either a potential owner or business administrator. A potential owner is a user you expect to perform the work the task represents, while a business administrator can help address a problem relating to the task.

For example, if user DAVID is the potential owner of the New Patient approval task, he sees it in his My Tasks list. He's also the one who can click (Approve) or (Reject). If user CARLA is the task's business administrator, she sees it in her Admin Tasks list. She can reassign the task to another colleague if a response is due today but DAVID is unexpectedly absent. CARLA the business administrator can also adjust a task's due date.

Caution:

Participant usernames are case-sensitive. User DAVID can login with the username david. However, if you assign user david to a task, David does not see it in his task list because david does not match the DAVID value the APEX engine returns for the currently logged-in username (APP_USER). If :APP_USER returns DAVID, then use DAVID as the participant username.

• Setting Static Task Participants
  Set fixed task participants when a simple process always assigns work to the same users.
• Assigning Participants Dynamically
  Assign task participants dynamically with queries, expressions, or functions that return case-sensitive usernames.
• Passing Participants in a Parameter
  Pass task assignees in a parameter and use it to assign potential owners.
• Accounting for Vacations or Absences
  Use a vacation rule procedure to add alternate task participants for absent users.