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User's Guide
Defining and assigning performers : Defining performers : Defining a user as a performer
 

Defining a user as a performer

You can add a new user (human performer), group (group of human performers), or a queue for a Process Model.
To define a user as a performer:
1. From the Performers tab, click Add.
The first page of the New Performer wizard appears.
2. Select the User type of performer from the available options, then click Next. Options for Process Models include User, Adapter, and Sub-Process.
3. Enter an appropriate name for the User performer in the Enter a name box. Alternatively, for performer type, "User," you can link the performer to a CHARACTER dataslot. Type '@' in the Enter a name box to display the list of CHARACTER dataslots in the process. Select the dataslot to be linked to this performer.
Note: If your process contains a business object dataslot (for example, "bo1"), you can also create an individual user mapped to the business object attribute of type, String. Enter the performer name as @<dataslot_name>. (in this example, @bo1.) and then enter the attribute name (only of type, String) of the business object. If the business object contains another business object (example, "bo2") as an attribute, you can use a nested expression (in this example, @bo1.bo2.) to enter the attribute name (only of type, String) of business object, "bo2."
Alternatively, click Browse to select a user, group, or queue defined in the User Management tool (as discussed in Working with User Management tool). The dialog box that appears depends on the performer type that you select in the Select a type section; for example, if you select "User" as the performer type, the User dialog box listing all users defined in the User Management tool appears. Select a user (or group or queue) from those listed, then click OK to display the name in the Enter a name box.
4. Select the user type in the Select a type section to indicate whether the human performer is an individual user, queue, or a group.
Table 32 describes each of the human performer types.
Table 32. Human performer type
Performer Type
Description
Individual user
A single human performer.
Group of users
A group of human performers.
Select Any member(s) of the group if only one member from the group is required to complete a task OR select All if each performer from the group is required to complete the task.
You can filter the members of a selected group by entering a valid role (as defined in the Administration module) in the Role box. For example, if All option is selected, and Manager is entered in the Role box, then all managers from this group are required to complete the workstep task.
Queue
A queue is defined as a group of users with the Any member(s) of the group option selected. At this time, queues created in Progress Developer Studio for OpenEdge do not automatically appear in Business Process Portal, but the same queue name must be created again in Business Process Portal. Also, queues created in the Administration module of Business Process Portal do not appear in the list of performers in the Performer tab.
Note: When you assign a User performer type to a workstep, Business Process Modeler checks if the performer is an Individual User, then checks if it is a Group of users, then if it is a Queue. If it is none of these, then the task is assigned to Manager. For this reason, names for User, Group, and Queue must be unique.
5. Click Finish to add the new performer to the Performers tab.
Note: To modify the user performer details, select the performer to be modified and make your changes in the User section of the Performers tab.