Flow form
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Complete the Assignment Property panel to define the processing that occurs when a flow execution reaches the Assignment shape.
Add an assignment task for each place in the business process that requires human judgment and input.
For every assignment, add at least one flow action. The assignment normally appears on the worklist of the user who executes the flow.
1. Right-click on a blank area of the canvas.
2. Hover over Add on the submenu to display a list of tasks you can add to the flow.
3. Click the name of the shape you want to add to the flow. will the properties panel display by default? Not yet -- too complicated if you add multiple at once, per Joan. You can add multiple assignment shapes without saving the flow.If the properties panel displays by default, it would have to close one before you add a new assignment
4. Right-click the shape and select Properties to display the properties panel.
5. If this flow is a screen flow, special rules apply. Continue with Flow Rules — Editing in Visio — Creating and Editing a Screen Flow. xxxxx check
6. When the Assignment Properties panel appears, complete the fields as described in the tables below. (To edit the shape properties after you save the Flow form, open the Diagram tab, right-click the shape, and select Properties.)
7. Click OK when finished.
8. Click and drag the shape as needed to position it in the flow.
9. Connect at least one incoming connector to the assignment shape.
10. Connect one or more outgoing connectors from the assignment shape, corresponding to flow actions.
-Copy/Paste - Ctrl c on Decision, then Ctl V to make a copy (eventually)
Select shape from plus-sign style icon and drop-down menu on toolbar (eventually)
Field |
Description |
Name |
Assign a name, no longer than 128 characters, to this Assignment task. Choose a name meaningful to application users who see this on the work object history display, the breadcrumbs control (for entry points), and the Where-Am-I? diagram. The task name is only descriptive; it does not affect runtime execution. This name also appears inside the assignment shape on the Diagram tab. When you begin building your application, it is customary to make this name the same as the name of the assignment activity. Later when your flow is more complete, you can change this to a more descriptive name. |
Rule |
Select
an assignment activity. Use SmartPrompt to see a list of
activities with an Four standard activities defined with Work- as the Applies To class are always choices in this field. (Your application may include others or override these standard activities.) XXXXX What about ArchiveQueueList? Bill checking with Matt Sartin.
(Another standard assignment activity Assign-.Connect activity is used internally when creating an instance of the Assign-Connect class and to support BPEL processing. Do not use this for assignments directly.)MARIK 3/17/06 poss bug6Why does it show up then? |
Parameters |
The activity you select may accept input parameters. Supply a value for each parameter. See Completing activity parameters for guidance on common parameters. B-16680 Process Commander validates these parameter values when you exit from Visio editing (unless the flow in is Draft mode). 5.5 GRP-405 XXXXX As of 2/7 - doesn't appear to validate when you click ok - closes whether or not something is in the fields with no error or complaint - and is there a difference if you are in Draft mode? |
Service Level |
Optional. Select a service level rule to apply to this assignment. See Associating a service level rule with an assignment task. |
Effort Cost |
Optional. You can associate a cost value (in any units) with this assignment. For each work object, the system computes the sum of these cost values for the specific path it takes through the flow rule. A standard Declare Expression rule records this sum as the value of property Work-.pyTotalFlowActionCost. |
Entry Point |
Select to indicate that this assignment task is an entry point, which a user can return to using the breadcrumbs control or the standard flow action Work-.Previous. The default is selected. 5.2 This checkbox works with Perform harness rules that include a breadcrumbs display and with assignments that offer the Previous flow action. In other cases, the checkbox has no effect. |
Only going back |
This checkbox appears only when you select the Entry Point checkbox. Select to restrict users at runtime from jumping ahead to this step without having completed the preceding steps. After having completed this step, users may jump back to it from steps that follow it. Leave unselected to allow users to select this entry point from anywhere within the flow. They can complete or visit an earlier or later step. For maximum user flexibility, leave this checkbox unselected if your flow accepts inputs in any order. However, this approach is typically not workable for flows that contain fork and decision shapesa fork is a decision shape now, or that have intermediate tasks that are not entry points. |
Post Action on Click Away |
This checkbox appears only when you select the Entry Point checkbox. Select to run flow action post-processing when you click away from this entry point. |
Completing the Local Actions tab
Complete the fields under the Local Actions to select local flows and use cases to be available at runtime.
Strive to anticipate and include all the local flow actions that users may ever need. Some local actions let users respond to conditions that happen rarely but are important when truly necessary.
For example, you may want to define and include local flow actions that let users bypass approvals, exceed normal limits, cancel assignments, and so on. Remember that such local flow actions may be restricted through privileges that are available to only some users, and that user selections of flow actions are recorded in work object history.
Neglecting to allow for such real-world situations may make your application seem rigid and unforgiving to users and managers.
Field |
Description |
Local Action |
Optional. Select one or more local flow actions that are to be available at runtime from this assignment. Use SmartPrompt to display all flow actions available to flows in this class. At runtime, local actions appear in the order listed here. Click to insert a row, or to add a row. Click to delete a row. |
Use Case Application |
Optional. Select a use case application to use with this local flow action. Use SmartPrompt to display all use case applications available to flows in this class. |
Use Case Work Type |
Optional. Select a use case work type to use with this local flow action. Use SmartPrompt to display all use case work types available to flows in this class. |
Associated Use Case |
Optional. Select a use case to associate with this local flow action. Use SmartPrompt to display all use cases available to flows in this class. |
Completing the Notification tab
Complete the Notify field under the Notification tab to select the notify activity available at runtime.
Field |
Description |
Notify |
Optional. You can select a notify activity here, as an alternative to a separate Notify shape. Some developers prefer this approach, to simplify the flow diagram. The system adds an envelope icon () to the assignment shape to indicate that correspondence is created as the assignment is created. XXXXX get new icon |
Complete the Router field under the Routing tab to select the router activity available at runtime.
Field |
Description |
Router |
Optional. You can select a router activity here, as an alternative to a separate Router shape, to simplify the flow diagram. You can't specify a router activity if this assignment is within a swim lane. check now that routers are handled differently - no shape and no icon |
XXXXXAdd a Ticket Name field under the Tickets tab to indicate the ticket(s) available at runtime. Use the Ticket to mark the starting point for exceptions that may arise at any point in the flow, such as a cancellation. The ticket is a label for a point in a flow, much like a programming "GOTO" destination.
An activity executing anywhere in your entire Process Commander application can set or raise this ticket by executing the Obj-Set-Tickets method with this ticket name as a parameter.
A raised ticket causes the system to search for any executing flow (on the same or a different work object) that contains this ticket. If found, processing stops on that flow promptly, and resumes at the ticket point.
The system adds a ticket icon to assignment shape to indicate one or more tickets are associated with this assignment. get an icon when they are done.
Field |
Description |
Ticket Name |
Optional. Select one or more tickets that are to be available at runtime from this assignment. Add a row for each ticket. Use SmartPrompt to display all tickets available to flows in this work type. Creating ticket rules is recommended but not required. You can enter here a name that does not correspond to a ticket rule. If a shape has more than one ticket associated with it, then processing continues with that task only after all tickets are set.check ExampleProcessing is connected to a ticket to respond to an exception, error flow or event. For example, if a mortgage application is withdrawn after some, but not all, of the application processing is completed, a mortgage processing flow can:
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Completing activity parameters
The parameters you supply depend on the activity you select. These are common:
Field |
Description |
Instructions |
Select a field value
rule for the worklist column Instructions that
describes the task that users perform to complete the
assignment. Click the pencil icon ( ) to review the field value rule or
define a new field value rule. The SmartPrompt lists field
value rules with an Applies To key part
equal to the work type of the flow rule (or a parent class)
and a Field Name key part of Examples of instructions are "Evaluate and accept or reject" and "Fulfill as soon as possible." Use wording that clearly states what users are expected to accomplish. When you plan to localize the application using this rule, so the application can support users in various languages or locales, choose the text carefully and limit text length to 64 characters. A field value rule with this text as the final key part is needed for each locale. When practical, choose a caption already included in a language pack, to simplify later localization. See About the Localization wizard. |
Status (or StatusWork) |
If this parameter appears, you can enter a work object status value that displays when the assignment first appears on the worklist or in the workbasket. If you leave this blank, the status value is unchanged when this assignment is created. Don't confuse the work object status value (the Work-.pyStatusWork property), which controls many aspects of processing, with the assignment status value. See Status. Don't use this feature to set .pyStatusWork to a resolved value. Always use the standard utility Work-.Resolve to resolve a work object. |
StatusAssign |
If this parameter appears, you can enter an assignment status value (not a work object status value). If you leave this blank, the assignment has no status. |
Confirmation Note |
Optional. Enter text to display in a confirmation form presented to the user when the flow action is complete. When you plan to localize the application using this rule, so the application can support users in various languages or locales, choose the text carefully and limit text length to 64 characters. A field value rule with this text as the final key part is needed for each locale. When practical, choose a caption already included in a language pack, to simplify later localization. See About the Localization wizard. |
HarnessPurpose |
Identify the Purpose key part of a harness rule the system is to use to present this assignment. (The system uses the Applies To key part of this flow rule as the first key part of the harness rule.) By convention, the Purpose key part has
the value The action section in the harness rule you identify affects the presentation of flow action choices at runtime. The most appropriate choice depends on user skills, the complexity of the actions, and likelihood values. See Presenting flow actions. |
Use Cur Oper |
WorkBasket activity. Select to redirect the assignment to the current operator if the workbasket is not defined. (This parameter is used by the Work-.WorkBasket activity.) |
DoNotPerform |
WorkList or WorkBasket activities. Select to prevent the activities from overwriting the newAssignPage page, allowing a pre-existing page to be performed instead. This option is useful for performing an assignment on a spun-off work object. (This parameter is used by Work-.WorkBasket and Work-.WorkList activities.) |
OperatorModel |
External activity. Identify the Operator ID that serves as a model for the external operator. (This parameter is used by the Work-.External activity.) |
Days to Expiration |
External activity. Enter a positive integer for a number of calendar days after which the external assignment expires, unless completed. (This parameter is used by the Work-.External activity.) |
Party |
External activity. Identify the party role (such as Customer, Originator, or another role) of the party within the work object who is to receive the external assignment. (This parameter is used by the Work-.External activity.) |
Subject |
External activity. Enter text to become the subject line of the email message sent to the external party. (This parameter is used by the Work-.External activity.) |
Message |
External activity. Optional. Enter a phrase or sentence to appear in the body of the email message sent to the external party, above the system-generated URL link. (This parameter is used by the Work-.External activity.) |
Corr Name |
External activity. Optional. Identify the Corr Name key part of a correspondence rule to appear in the body of the email message sent to the external party. The resulting output appears above the system-generated URL link. (This parameter is used by the Work-.External activity.) Process Commander validates this value when you exit from Visio editing. |