Performer Dialog Box

In the context of Workflows, there are two instances where you need to select a performer:

• Task Performer for any of the other Manual tasks
  • Manual decision task (Task tab)
  • Module: Investor, Scorecard, Workbook, Forms, Dashboards (Task dialog box)
  • Document (Task dialog box)
  • Web (Task dialog box)
  • Instructions (Task dialog box)
• Manager of the embedded workflow (Task dialog box for Embedded workflow)

This performer manager may be a specific user, role (category of value type user) or group.