How Workflow Task Routing Is Mapped Out

To determine how to route and assign a workflow task, the task configuration has at least one stage and participant. In BPM Worklist, the Assignees subtab in the Task Configuration tab has a diagram that maps out stages and participants.

A participant represents a single user or group of users to assign the task to, and a stage is a way to organize those participants to map out the routing flow. You can have one or more stages in sequence or in parallel. And within each stage, you can have one or more participants in sequence or in parallel:

• Parallel: The task gets assigned and notifications are sent to all of the participants in the stage at once.

• Sequential: The task gets assigned and notifications are sent to one participant and then another, in a specific order. All assignees need to approve sequentially to get the task approved.

Each participant has at least one rule set defined, and each rule set has at least one rule. Rules contain the conditions that must be met for the task to be assigned to a participant, and rules also determine whom to assign the task to.

Example

Let's take a look at a diagram mapping out a workflow task. The flow and placement of the boxes show what's in parallel or in sequence.

Callout Number	What It Is	In This Example
1	Stage	The outermost boxes in the diagram are stages. We see four of the stages in this task, and two of them are in parallel at the second step of the sequence for the task.
2	Participant	Each box within a stage is a participant. Three of the stages have one participant, and one stage has three participants, two of which are in parallel at the beginning of the sequence for the stage.
3	Go to rule icon	Each participant has an icon that you can click to open the rule sets and rules for that participant.