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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, does not automatically provide this information; you will have to write a rule.
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You may want to route a step in a workflow to the user's manager. provides a built-in template that is available for every transaction. Simply type {subject.reports.to} in the User property for that step in your flow. The workflow will then be routed to the user who is specified in the Reports To field on the User's configuration screen |
Using dynamic roles: determining the role at run-time
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Users can view the status of an issue using the Task List and its built-in search capabilities. You can search for any workflows that you have participated in. For all such workflows, you can view its history. The history can also contain annotations e.g. a brief summary of the last action taken.
Ad
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hoc workflow
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- pass steps between arbitrary users
In some cases, you may want multiple actions taken during a step in the workflow but in an ad-hoc manner. For example, consider a workflow to review a proposal. The first step is the Proposal entry and the second step is the Reviews. However, a number of users may review the proposal in any ad-hoc order. In this situation, you should leave the roles blank and use a dynamic User as described above. In addition, make sure that the Save to User and Save/Load checkboxes are checked. You should also make sure that Save/Load is enabled for the flow as a whole.
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The step(s) following the Email step are the ones the anonymous user sees. This step must not have values in the Role List, Role or User properties. If it did then the anonymous user would get an access denied error.
The email sent to the anonymous user is a Task Notification email that contains the special template {task.notify.url}. Without this, the anonymous user would not be able to access the flow.
The anonymous user can click the link again, it will give you an error.
- The flow navigates back to the task list of an internal user when the flow reaches a step with a Role or User configuration. Step 3 in our example is assigned the role of Sales.
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