Add Participants to a Human Task with External Forms

Participants are the users, groups, or roles who complete a human task. To select participants for a task, 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 a human task 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 any human task activity onto your process.
    • Change a human task activity:
      1. In your process, double-click a human task activity.
  3. On the configuration screen, click Participants Participants icon

Procedure

  1. On the Participants screen, in the Add Roles, Groups, and Users list, select the type of participant you want: A user, a group or a role.
  2. (Optional) Search the items in the list of users, groups, or roles to narrow your results.
  3. Select the list, drag the participant you want onto the Details list.

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

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