Workflow Participant Element Properties

With the Workflow Participant element, you can control who is assigned to swim lanes in your workflow.

You can use the drop-down list system control, or you can retrieve the people assigned to your swim lanes in other ways - for example, through a database query.

Each Workflow Participant control can assign users to a single swim lane in your workflow.

Note:  When selecting form fields, use semicolons as a separators.

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Related topic: Element Properties

Property

Description

Name

The descriptive name of the element.

Swim Lane

The name of the swim lane to which users are assigned using this control.

Use System Control Settings

Field: The name of the field that is bound to this control. This field is replaced by the system drop-down list.

Allow None: Allows you to leave the workflow participant un-selected. Please note that your workflow must accommodate assignments that are optional.

Defer Loading: Allows you to defer the loading of participants until the user clicks on the Click to Assign link that is presented instead of the menu. This option is useful if your workflow includes many swim lanes (15 or more) or many group members (30 or more).

Use Form Values

Login Name Location: allows you to use a value in the specified field to assign the task to a user, based on their login name.

Full Name Location: allows you to use a value in the specified field to assign the task, based on the full name.

Email Location: allows you to use a value in the specified field to assign the task, based on the email address.

Swim Lane Behavior

Select an option to reassign the entire swim lane when a reassignment operation is done:

  • Nothing: Do nothing.

  • Add: Adds an additional participant to the swim lane.

  • Replace: Replaces currently assigned participant with a new participant.

When Already Assigned

Nothing: show nothing when the swim lane is already assigned.

Reassignment: allows the user to reassign the assignment to another user. This option can be used in conjunction with the Use System Control settings to select another user from the system drop-down list or to enter a value directly into a field when the Use Form Values option is selected.

Participant(s): show a read-only list of workflow participants assigned to the swim lane.

Add To Team: allows the user to add another user in a group-based swim lane. This option can be used in conjunction with the Use System Control settings to select another user from the system drop-down list or to enter a value directly into a field when the Use Form Values option is selected.

Semicolon Separated Parsing

Indicates whether the control should use a semicolon separated list in a single field for making multiple assignments. The default value is off.

Rerun Pool Query When These Change

Allows you to run the Pool Query Participant Resolver in the workflow when the value in a field changes. You can monitor multiple fields by using a comma to separate the field names (for example, ddlDivision,ddlGroup,ddlSection).

The tables below note the behavior of different combinations of Use System Controls and Use Form Values properties.

USE SYSTEM CONTROL

Swim Lane Type

Swim Lane Behavior

Action

Person

Reassignment

Reassigns the current task to the provided user.

Add ToTeam

Provides a list of users to add as team members and assigns the current task to added members.

Participants

Swim lane user is selected in read-only mode.

Nothing

Nothing to resolve. Workflow Participant Control is shown in read-only mode.

PersonFromRole

Reassignment

Provides resolved user(s) in a drop-down list. The current task is reassigned to one of these resolved users.

Add To Team

Provides a list of resolved user(s). The current task is assigned to users selected from this list. You can also add additional users to this list.

Participants

Participant is shown as selected and in read-only form.

Nothing

Nothing to resolve. Workflow Participant control is shown in read-only mode.

TeamFromRole

Reassignment

Provides a drop-down list of resolved users to reassign the current task.

Add To Team

Provides a list of resolved users. The current task is assigned to users selected from this list. You can also add additional users to this list.

Participants

Allows you to select the participant for the current process. The participant is shown the read-only form in the assigned task.

Nothing

Assigns the task to selected participant users.

Note: Assigned button will be shown if user is selected.

USE FORM VALUES

Swim Lane Type

Swim Lane Behavior

When Already Assigned

Action

Person

Add

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control.

For future swim lane tasks: The user returned by the swim lane is replaced by the one provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Replace

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Nothing

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

PersonFromRole

Add

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control.

For future swim lane tasks: The user returned by the swim lane is replaced by the one provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Replace

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control.

For future swim lane tasks: The user returned by the swim lane is replaced by the one provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user returned by the swim lane is replaced by the user provided in the Workflow Participant control. If there are multiple users (separated by semicolons), the user is selected randomly.

Nothing

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control is ignored.

TeamForRole

Add

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control. The task remains assigned to the users originally assigned to the task by the swim lane. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user(s) provided in the Workflow Participant control is added to the team and the task is assigned to all users - users provided in the Workflow Participant control and users returned by the swim lane.

    AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user(s) provided in the Workflow Participant control is added to the team and the task is assigned to all users - users provided in the Workflow Participant control and users returned by the swim lane.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user(s) provided in the Workflow Participant control is added to the team and the task is assigned to all users - users provided in the Workflow Participant control and users returned by the swim lane.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user(s) provided in the Workflow Participant control is added to the team and the task is assigned to all users - users provided in the Workflow Participant control and users returned by the swim lane.

Replace

Reassignment

For the current task: Reassigns the current task from the current user returned by the swim lane to the user provided in the Workflow Participant control. The task remain assigned to rest of the users to whom the task was assigned originally by the swim lane. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user(s) returned by the swim lane is replaced by the user(s) provided in the Workflow Participant control and the task will only be assigned to the users provided in participant control.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: The user(s) returned by the swim lane is replaced by the user(s) provided in the Workflow Participant control and the task will only be assigned to the users provided in participant control.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user(s) returned by the swim lane is replaced by the user(s) provided in the Workflow Participant control.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: The user(s) returned by the swim lane is replaced by the user(s) provided in the Workflow Participant control.

Nothing

Reassignment

For the current task: Reassigns the current task from the user returned by the swim lane to the user provided in the Workflow Participant control.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control are ignored.

AddToTeam

For the current task: Adds the user provided in the Workflow Participant control to the team. If there are multiple users (separated by semicolons), all users are added to the team and the task is assigned to them.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control are ignored.

Participants

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control are ignored.

Nothing

For the current task: No change in participant. The current task is completed normally.

For future swim lane tasks: No change in participant. The user(s) provided in the Workflow Participant control are ignored.