Specifying experts for an activity

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This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
Business users working with your process applications can collaborate or request assistance from expert users associated with a given task or activity. The list of experts appears in the Experts panel in the Process Portal environment.

About this task

Each activity in Process Portal can list two types of experts:
  • Users who have completed this activity in the past, based on historical analysis. This list is limited to a small group of users who have completed the activity most frequently.
  • Users belonging to a team that is explicitly specified in Process Designer as an expert group for this activity.

Procedure

  1. Open the process.
  2. To explicitly specify an expert group for an activity, select the activity and go to the Assignments tab in the Properties view.
  3. Specify the relevant team in the Experts Team field. If you have not already created a team that defines the experts for this task, you can create a new team to use.
  4. Click Save or Finish Editing.
    For details about declaring variables for the client-side human services, see Declaring variables

What to do next

Your BPM administrator can configure the teams at run time to ensure that the correct set of users are identified as experts for the activity in Process Portal.