Adding a workgroup to an activity

Workgroups provide a way to assign work to particular users. A case worker defines the users or groups in the workgroup in the Case Client.

About this task

Before you add a step that must be completed by members of a specific workgroup, you must have a step for a case worker to add users to the workgroup. You can create a separate step or you can add the action to edit the workgroup to the Launch step for the activity. The activity must be a discretionary activity or else you cannot edit the Launch step. You can also use IBM® FileNet® Process Designer instead of Step Designer to add a workgroup to a step.

Procedure

To add a workgroup to an activity:

  1. Click Manage Workgroups, then click Add Workgroup.
  2. Provide a prompt for this workgroup.
    A prompt is displayed in Case Client to remind the case worker to add members to the workgroup.
  3. Click OK.
  4. Click Close.
  5. Identify the step in your process that must be assigned to a workgroup.
  6. Add the step for the workgroup to complete:
    1. Add a workgroup lane for the new step.
      If there is more than one workgroup defined, change the workgroup in the Workgroup Property section.
    2. Add a step to the lane.
    3. In the Step Properties section, set the properties as needed for this step.
    4. Click OK. Then, click Close.
  7. Add a connector from the LaunchStep or the other step where the workgroup members are assigned to the step that the workgroup must complete.
  8. Apply your changes and validate the workflow.