Configuring Process Roles

Use

You may need to configure process roles whenever:

· You assign users to the role

· You add default user assignments at design time

This is not a required step in the process design. If you do not explicitly configure the process roles when designing the process, the user assignments for each available role are done when the process is being initiated. However, you can use this function to enable better control over the process initiation.

For each process, you can configure:

· The standard built-in roles – Administrator, Overseer, and Owner

· The custom user-defined roles

Prerequisites

You have the appropriate rights to work with Guided Procedures (GP) design time.

More information: Authorizations

Procedure

Configuring Standard and Custom Roles

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1. Open the gallery, select a process template, and open its design time.

2. To switch to edit mode, choose (Edit).

3. Open the Roles tab page.

4. Select a role from the list and choose one of the following role types for it:

○ Initiation Defined – user assignments for the role are done at process initiation.

You can also configure the following options for the role:

■ Default Definition Required – with this option selected, you must also define a default user assignment for the role, as explained in section Defining Defaults.

■ Overwritable at Runtime – with this option selected, the defaults defined for the role can be overwritten when the process is being initiated.

■ Filled from Context Parameter – this option is configurable at block level, whenever input context parameters are available.

For example, you may want to assign users to particular tasks dynamically. For this purpose, you supply the user as an input parameter to the next process step. The processor of the role is automatically filled from this context parameter and the task is assigned to the specific user.

○ Initiator – the user who initiates the process is assigned to the role.

○ Runtime Defined – user assignments for the role are done during the process lifetime by the corresponding callable object (for example Assign Users to Process Roles).

You can consolidate the roles, if required, as described in Consolidating Roles.

Defining Defaults

If you have configured a role type to Initiation Defined, you can also assign a default user to the role. At runtime, this user processes the action or block unless the initiator modifies the assignment when the process is started.

You can assign defaults to both active and inactive processes.

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1. Open the Default Roles tab page.

2. Add a user to the relevant roles.

3. Choose (Save).

Assigning defaults is required only if the option Default Definition Required is selected. Otherwise, you may skip this activity.