Add Participants for a Dynamic Group (External Forms) Activity

Participants are the groups assigned to your human task. To select participants for a Dynamic Group activity, do the procedure in this topic.

Video: Set Task Participants Dynamically

Video: Assign a Task to a Group or Role

Screen



Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the External Forms External Forms icon tab.
      2. On the External Forms External Forms icon tab, drag the Dynamic Task Pool (External Forms) Dynamic Task Pool icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. On the Dynamic Group Participants screen, click Participants.

Procedure

  1. On the Dynamic Group Participants screen, in the Add Roles or Groups list, select the type of group you want: a group or a role.
  2. (Optional) Search the items in the list of groups, or roles to narrow your results.
  3. In the list of groups or roles, drag your participants onto the Details list.

Repeat this procedure as necessary until you have added all the participants for your task.