Adding a step to assign workgroup members

If you include a workgroup in a task, create a step for the case worker to assign members to the workgroup.

Before you begin

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 assign users to the workgroup.

Procedure

To add a step to assign workgroup members:

  1. Add a lane for the new step.
    Do not create a workgroup lane for the workgroup that must be assigned. This step must be completed by users who are assigned to a role or by users who are assigned to a workgroup that already has members. That is, there must be a known user who can complete this step.
    The case worker is prompted to assign a user or group to the workgroup when the work item is opened from the in-basket.
  2. Add a step to the lane.
  3. In the Step Properties section, select a workgroup from the list.
  4. Ensure that Read and Write is selected.
  5. Click OK.

Results

The case worker is prompted to assign a user or group to the workgroup when the task starts.