Setting up a team filter service
You can use a team filter service to dynamically
prevent certain users from being assigned to an activity. The filtering
can be based on any criteria and can use input parameters from relevant
process variables to determine which users to filter out.
You can implement the team filter service
as either a service flow or a heritage integration service. To
define the team filter service, you first define the input variables
that the service flow or integration
service receives with the input team object, then you implement
the service flow or integration service so
that it eliminates ineligible users and returns a team object that
contains the remaining users who can be assigned.
Before you begin
The following procedure describes how to set up a team filter service that is implemented as a service flow. To complete the procedure, you must be in the IBM Process Designer editor.
To set up a team filter service that is implemented as a heritage integration service, you must create the integration service in the Process Designer desktop editor. See Building an Integration service.
About this task
Note: You should understand the following implications of using a
team filter service:
- Group membership for a task's team that is assigned using a team filter service is fixed at the time of task creation and cannot be changed.
- A task's manager team that is assigned using a team filter service is bound to the snapshot associated with the task at the time of task creation. The team membership can change depending on the values for that snapshot.
- Process instance and task migration will not migrate teams or manager teams to a new snapshot context when a team filter service is used. The manager team of the task will always point to the original snapshot where the task was created regardless of the current snapshot context for the task.
- The teams associated with a task that uses a team filter service will block snapshot deletion for the snapshot where the task was created. Snapshots can only be deleted after the tasks for these teams are deleted.