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:
- 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.)
- If your system has multiple user domains, in the Select
in box, select the domain that contains the user name
you want.
- In the Starts with box, enter all
or the first part of the user name to search for.
- 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.
- In the list of names, select one or more.
- Click Add to add the selected participants
to the selected participants list.
- 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.