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Section
Column
width50%
Panel
titlePatient Referral Workflow

Column
Panel
titleActiviry with a Role

In this example, the second step (activity) can only be performed by a user with the role Doctor.

 

 

===Sending a workflow step to a specific user===
<div style="font-weight:bold;background-color:#63ffc7">[[Image:Lightbulb.png]] See the [[Vacation_Request_Workflow_Tutorial | Vacation Request Workflow Tutorial]] for detailed, step-by-step instructions.</div>
Sometimes, for example, when approving vacation requests or expense reports, you want the workflow to go to a specific person (the employee's manager rather than any manager). In this situation, roles are not appropriate since any user with the role Manager will be able to pick up and perform the pending request. In this situation, do not select any role and in the User field of the activity properties, enter a template e.g. {ManagerId} as shown in the image below.

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