In this example we assign task to a group of users and when task is completed by any group member, process continues to next task in workflow.
Steps
Create Group To Assign Task
Select “Edit Groups” from “System Administration” menu.
By default “Administrators” group will be displayed in list and click to “Add New” button to create new group.
After adding members click to “Done” button and select “Save” action from top menu to save changes.
Create a new process
Create a new process with name "Group Task" from folder menu and edit process version to open process designer.
Click to “Pool” to open design of pool.
Create to tasks
Create 3 sequential tasks with following actions;
“Start Task” will be our start point of workflow which can be started by anyone in from organization. “Sales Approval” will be assigned to sales team group and when any sales team member approves the task, workflow continues to “Completion” task.
Create Role
Create a role with “Sales Team” name to define who is filling the this role in process.
When role a added designer automatically opens the role definition editor. Click to “+” icon to add new row and select “Sales Team” by clicking to “Assigned To” column.
If “Sales Team” is not listed in recently used list, please type “sales” to search by name.
This “Sales Team” role defines who is responsible for “Sales Approval” and assign this role to Sales Approval task from task options at left side of screen.
After role has assigned task “Sales Team” role will be displayed under “Sales Approval” task.
Testing
Select “Close” from top menu to close process designer and
Optionally, you may click to “Commit Changes” save your work but its optional.
Click to “Close” button to go back process folder and “Start Task” will be displayed in folder options.
