Types of roles

In the Roles application, you can use a role to represent different functions or positions. When you create role records, you specify a type of role to help determine how the role is resolved when it is encountered in a process.

The following table describes the types of roles that you can specify when you create a role record.
Type of role Description
Person
  • You use person type route a record to a specific individual.
  • To create a role record that is a person type, specify Person as the value for the type.
Person group
  • You use the person group type to route a record to one or all members of a person group.
  • To create a role record that is a person group type, specify Person Group as the value for the type.
  • If the broadcast option is selected, then assignments and notifications are sent to all members of the group. If this option is not selected, then the assignment or notification is sent to either the first available group member based on calendar and shift, or to the individual who is the default group assignee.
User data
  • You use the user data type to route a record based on a specific field in the person record. You can also route a record based on a field in a related or child record.
  • To create a role record that is a user data type, specify A set of data related to the login user as the value for the type.
Data set
  • You use the data set type to route a record based on a specific field in a record, or on a field in a related record or child record.
  • To create a role record that is a data set type, specify A set of data related to the record as the value for the type.
  • The record is routed to one or more persons based on the value that you specified in the Value field.
Custom class
  • You use the custom class type to resolve one or more people. Custom classes are Java™ programs that are written to perform a specific data management process.
  • To create a role record that is a custom class type, provide the name and the path of a class file that you sourced into the system class path as the value for the type. The class must implement the interface psdi.common.role.CustomRoleInterface.
  • The record is routed to one or more persons based on the data that the custom class returns.
E-mail address
  • You use the e-mail address type to notify e-mail addresses.
  • To create a role record that is an e-mail address type, specify Email address as the value for the type.
  • Because e-mail addresses can represent individuals who have person records, these addresses can be used for notifications, but not for assignments.