Add Participants to a Human Task with eForms

Video: Add Standard Task Activities

Video: Set Task Participants Dynamically

Video: Assign a Task to a Group or Role

Examples

• (Example) Create and Run a Process-Based Application
• Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Application Explorer screen, do one of these:
   • Open a Process.
   • Create a Process.
2. Do one of these:
   • Add an activity:
     1. In the Process Builder, in the Activity Library, open the eForms tab.
     2. On the eForms tab, drag any human task activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the configuration screen, click Participants

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.
   • To add a new user, refer to Add a New User.
   • To create a group, refer to Create a Group.
   • To create a role, refer to create 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.