Add Participants to a Human Task with eForms

Participants are the users, groups, or roles who complete a human task. To select participants for a human task that uses an eForm, do the procedure in this topic.

Figure: Participants screen

Participants screen

Video: Add Standard Task Activities


Good to Know

How to Start

  1. On the App 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 eForms tab.

        Open eForm 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 Participants icon


  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.