Assign Human Task Activities

You can assign a human task activity to a specific user/users, or to users in a certain role.

To assign a human task activity in a structured process:

1. Select the human task activity in the structured process, and open its Properties pane.
2. In the Properties pane, scroll to the Assignees section.
3. In the Select Participants drop-down field, select one of the following:

   • Current Lane Participants: Choose this to assign based on the swimlane's role.

   • Individual Assignees: Choose this to assign based on Users, Roles, and Expressions. If you selected Users or Roles, a search field appears where you can search for users or roles.

     If you selected Expressions, enter an expression in the Create Expression field that determines a user or role to assign the task.

     • You can create an expression with user name, user ID, role name or role ID.
     • Both application and global roles are supported for creating the expression. However, note that if you create an expression with a role name and if the same role name is used for both an application and a global role, then by default the task will be assigned to the application role in runtime.
     • If you want to dynamically assign a task to a number of users, you can do so by configuring an expression that resolves to a comma separated list of user IDs. The task gets assigned to the users - all at once, in sequence or in parallel, depending on the policy selected. If instead of a list of user IDs, you want to use a list of user names, you can use the IdentityService.getUserIds function in the expression. This function converts a list of user names to user Ids. See details about the function under the Identity Service category in Work with Expressions.
4. For an approval type human task activity, a Policy field is displayed. From the Policy drop-down list, select one of the following.
   • Any Single Assignee
   • All Assignees in Parallel
   • All Assignees in Sequence
   • Management Chain in Sequence
5. If you selected All Assignees in Parallel, then you've to specify values for the Percentage Required and the Default Outcome fields.
   For example, if you set the percentage required as 55% and the default outcome is APPROVE. This means that a minimum of 55% of task assignees must approve the task for the task's outcome to result in APPROVE. Otherwise, the outcome is REJECT.
6. If you selected Management Chain in Sequence, specify how to seek approval: going up one level, going up a specified number of levels, or going up until a specified title is reached.
   • Choose Immediate Manager to go up one level from the assignee.
   • Choose Until Level or Title Reached to continue seeking approval until the specified level or title is reached.
     • Specify a number between 2 and 10 in the Levels Up to Reach field.
     • (Optional) Specify a title to reach by selecting Title to Reach and entering a title to match. If the title isn't found, approval continues until the level specified in the Levels Up to Reach field is reached.

To assign a human task activity in a dynamic process:

• Select the human task activity in the dynamic process, and open its Properties pane.
• Under Assignees, click .

• If you selected Users or Roles, a search field appears where you can search for users or roles.

  If you selected Expressions, enter an expression in the Create Expression field that determines a user or role to assign the task.