Managing Organization Roles in Process Workspace

8-10 Oracle Fusion Middleware Users Guide for Oracle Business Process Management To associate properties to users, you must have a manager role in relation to those users. Organization roles can be based only on process roles that can be created in the Administration Areas panel in Process Workspace. You can define several parameters of which some, none, or all can be evaluated and used at run time. To create an organization role: 1. From the Process Workspace toolbar, click Administration. The Administration Areas panel appears in the left pane.

2. Select Organization Role. The Organization Role panel appears in the right pane.

3. In the Organization Role panel, click Create Organization Role. This opens an

editable Details panel. 4. Enter a name for this organization role, and specify the conditions users in this role must meet.

5. From the Grantees list, select either Groups or Application Roles.

If you select Groups: a. Either enter the name of the group in the text field, or click Select Group to begin a search. The Select Group dialog box appears.

b. Specify your search, or use an asterisk as a wildcard, then click OK. The

group you specified is listed as the grantee of this organization role. If you select Application Role: a. From the Application Role list, select the application role you are granting. b. If you know the role identifier of the grantee, enter it in the Role Id field. Otherwise, you can use an asterisk as a wildcard.

c. Click Search. The search results appear in the Searched Items panel.

d. Select a role from the Searched Items list. More detailed information for that role appears in the Details panel. Figure 8–5 Searching for an Application Role Performing Administration in Process Workspace 8-11

e. Click OK. The role you specified is listed as the grantee of this organization

role.

6. Click Apply.

To modify an organization role: 1. From the Process Workspace toolbar, click Administration. The Administration Areas panel appears in the left pane.

2. Select Organization Role. The Organization Role panel appears in the right pane.

3. From the Organization Role panel, select the role you want to modify. The Details panel for that role appears to the right. 4. Enter the new values for the role just as you did when you created the role. See To create an organization role: on page 8-10.

5. Click Apply.

To delete an organization role: 1. From the Process Workspace toolbar, click Administration. The Administration Areas panel appears in the left pane.

2. Select Organization Role. The Organization Role panel appears in the right pane.

3. From the Organization Role panel, select the role you want to delete. The Details panel for that role appears to the right.

4. Click Delete Organization Role and, when prompted, confirm the deletion.

8.3.6 Extending User Properties in Process Workspace

Extended user properties are used in defining organization roles, which are described in Section 8.3.5, Managing Organization Roles in Process Workspace. . Typically, users have some properties specified in Oracle Internet Directory or some other LDAP directory. Often, however, additional properties specific to their organization and roles are necessary. At times, these properties are added on demand when newer business processes are created. At that time, it might not be possible to extend the company’s global LDAP directory. In these cases, extended user properties are useful. For example, you can specify that a given user with the sales representative role is located in California. Although, from a functional point of view, there is only one role, the individual user is associated with a property, and that property has a value assigned for that user. Figure 8–6 shows the Extended User Properties page.