In this example, we demonstrate how to configure a workflow to assign a task to a group of users and when . Once any member of the group completes the task is completed by any group member, the process continues will automatically continue to the next task step in the workflow.
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Step-by-Step Guide
Create a Group
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for Task Assignment
Access Group Management: Select “Edit Groups” from the “System Administration” menu.
Create a New Group: By default, the “Administrators” group will be displayed in a list and click on to is displayed. Click on the “Add New” button to create a new group.
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Add Members: After adding the desired members to the group, click on the “Done” button and select .
Save Changes: Select the “Save” action from the top menu to save your changes.
Create a New Process
Initiate the Process: Create a new process with the name "Group Task" named “Group Task” from the folder menu and edit .
Open Process Designer: Edit the process version to open the process designer.
Design the Pool: Click on “Pool” to open start designing the design of the pool for your process.
Create Tasks
Create 3 sequential tasks with the following actions;
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Start Task: Create a “Start Task”
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as the workflow's starting point, which can be
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initiated by anyone
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in the
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Create Role
Create a role with the “Sales Team” name to define who is filling organisation.
Sales Approval Task: Create a task named “Sales Approval” and assign it to the Sales Team group. When any member of the Sales Team completes this task, the workflow will continue.
Completion Task: Add a “Completion” task that follows the Sales Approval.
Create a Role
Define the Role: Create a role named “Sales Team” to specify who will fulfill this role in the process.
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When role a added designer automatically opens Assign Members to the Role: In the role definition editor. Click on , click the “+” icon to add a new row and select “Sales Team” by clicking on under the “Assigned To” column.
| Info |
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If “Sales Team” is not listed the Sales Team doesn’t appear in the recently used “recently used” list, please type “sales” to search by name. |
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This Link Role to Task: Assign the “Sales Team” role defines who is responsible for to the “Sales Approval” and assigns this role to the Sales Approval task from the task options on the left side of the screen.
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After the role has been assigned task Once assigned, the “Sales Team” role will be displayed under the “Sales Approval” task.
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Testing the Process
Close Process Designer: Select “Close” from the top menu to close exit the process designer and .
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Optionally, you may click to Committing the work: You may choose to click “Commit Changes” to save your work but it's , though this step is optional.
Click on Verify in Process Folder: Return to the process folder by clicking the “Close” button to go back process folder and . The “Start Task” will now be displayed in the folder options, indicating the process is ready for execution.
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