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Introduction to Workflow Resource Assignment


A Workflow Process can be assigned to a resource. In the context of Workflow Assignment, a resource is a user who has the right credentials to complete an Interactive Task. A resource is identified by the user's id specified by the Logon Service during authentication. 

For example, when a holiday request is completed by a user, an approval task is assigned to the requestor’s manager. If the request is rejected and the manager requires further input, a new task is assigned to the original requestor.

From the Resources tab of the Interactive Task Node Configuration window, you can specify an assignment mode for each task using one of the following:

  • Job opener – Assigns to the resource who originally opened the Workflow Job
  • Resource from previous task – Assigns to the resource who was assigned to the selected previous Workflow Task.
  • Process attribute– Assigns to the resource specified in the process attribute. 
  • Named resource Assigns to an explicitly named resource with the given user id.
  • Follow-on task –  Assigns to the resource that was assigned to the last completed Interactive Task.
  • Custom assignment –  Assigns to resources based on roles and credentials using a Workflow Assignment Service.

Steps


1

Continuing from Opening a Workflow Job and Completing its First Task

Add a second Interactive Task viewSuppliedEmail

2

Create a new Form viewEmailForm and give it a completion state COMPLETED.

3

Create an Interactive Activity viewSuppliedEmailActivity and link it to viewEmailForm. 

4

Set the task assignment to Named resource with value 2.

5

Run the Test Harness  and step through the process. 

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