IBM FileNet P8, Version 5.2.1            

Selecting workflow participants

As a workflow author, administrator, or participant, at various times you will need to specify participants, such as assigning a participant to process a step, reassigning a step to another participant, or specifying the members of a workflow group.

The procedure you use to specify participants depends on the type of user authentication your system has.

To specify one or more participants:

  1. In the Participant Selection dialog, select the type of user names you want to see: Users, Groups, or in some cases, Workflow Groups. (If you select Workflow Groups, skip to step 4 below.)
  2. If your system has multiple user domains, in the Select in box, select the domain that contains the user name you want.
  3. In the Starts with box, enter all or the first part of the user name to search for.
  4. Click Search to display names that match the string you entered.

    The maximum number of user names that can be returned is limited by a setting in Workplace preferences – Group and User maximum filter size under Display > General Settings. If you receive a warning that the number of users exceeds the maximum that can be displayed, you can submit a more specific name to reduce the number of possible matches.

  5. In the list of names, select one or more.
  6. Click Add to add the selected participants to the selected participants list.
  7. Click OK to save your changes and close the dialog.

Other options

Add all
To add all available participants to the list of selected participants, click Add all.
Delete
To remove names from the list of selected participants, select the names to remove, then click Delete.
The built-in Workflow Group, F_Originator, specifies the user who launched the workflow. F_Originator can be used as the assigned participant for a step except in workflows that will be launched automatically by the system. There are two general conditions where the workflow is launched automatically:
  • F_Originator should not be used in workflows that are launched in response to some event in the Content Platform Engine (for example, checking in a document of a particular document class). In this case, the system uses credentials from the Content Platform Engine server's JAAS context, which corresponds to a specific Content Platform Engine administrative user, so work items assigned to F_Originator will go to that Content Platform Engine administrator's Inbox. This situation is not fatal, but it is probably not the intended result.
  • F_Originator must not be used in workflows that provide a Web Service with a Receive system step as the first step in the workflow. In this case, the workflow is launched by the workflow system, which has no associated user name or inbox, so work items assigned to F_Originator will go to the Malfunction queue.

If a question mark (?) is displayed next to the name of a participant, that user is unknown to the system—the name might have been removed from the list of users. If you remove that user name from the list of participants for a step, that name cannot be re-added.



Last updated: March 2016
bpfwd055.htm

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