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Sending a workflow step to a specific user

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.[[Image:Workflow_Vacation_Request.png|frame|left|Vacation Request workflow]]
[[Image:Workflow_Vacation_Request_Roles.png|frame|left|

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You must have a control in any previous activity with the specified name, i.e. in the example shown, you must have a control in the Vacation Request form from the first step with name ManagerId. This control must be populated with the frevvo user  user id of the specific person that you want to route to. At run-time, frevvo will  will resolve the target user id using the data in the ManagerId control and will route the workflow to that specific user.

You can populate this control manually (via a drop down or by typing the user id) or preferably via a business rule that automatically pulls the information from a back end system. At this time, frevvo does  does not automatically provide this information; you will have to write a rule. See [[V4_Business_Rules#Security_Subject_Information | automatically populating user information]] for  for more details.===

Using dynamic roles: determining the role at run-time

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In some cases, the role is not known in advance. For example, you may have a workflow where the first step is a Purchase Order or a Loan Request and the second step is an approval; however the approval must be performed by a Manager if the amount is less than $1000 and a Supervisor otherwise. In this situation, do not select any role from the list of available roles. In the Role text field of the activity properties, enter a template e.g. {ApproveRole} as shown in the image below.[[image:V4.activity_properties_dynamic_role.png|frame|left|

Panel
title Activity with a dynamic role

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Image Added

You must have a control in any previous activity with the specified name, i.e. in the example shown, you must have a control in the Order form from the first step with name ApproveRole. This control must be populated with the name of the specific role that you want to route to. At run-time, frevvo will resolve the target role using the data in the ApproveRole control and will route the workflow to that specific role.

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