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In this example, we assign a task to a group of users and when the task is completed by any group member, the process continues to the next task in the workflow.

Steps

Create a Group To Assign Task

  • Select “Edit Groups” from the “System Administration” menu.

  • By default “Administrators” group will be displayed in a list and click on to “Add New” button to create a new group.

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  • After adding members click on the “Done” button and select the “Save” action from the top menu to save changes.

Create a New Process

  • Create a new process with the name "Group Task" from the folder menu and edit the process version to open process designer.

  • Click on “Pool” to open the design of the pool.

Create Tasks

  • Create 3 sequential tasks with the following actions;

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“Start Task” will be our start point of workflow which can be started by anyone from the organization. “Sales Approval” will be assigned to the sales team group and when any sales team member approves the task, the workflow continues to the “Completion” task.

Create Role

  • Create a role with the “Sales Team” name to define who is filling this role in the process.

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  • After the role has been assigned task “Sales Team” role will be displayed under the “Sales Approval” task.

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Testing

  • Select “Close” from the top menu to close the process designer and

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  • Optionally, you may click to “Commit Changes” to save your work but it's optional.

  • Click on the “Close” button to go back process folder and “Start Task” will be displayed in the folder options.

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Example File

Process Definition