How to Create Group Rules in Process Workspace

Working on Tasks in Process Workspace 3-23 ■ Assign to —As with user rules, you can assign tasks to subordinates or groups you directly manage. If you have been granted the BPMWorkflowReassign role, then you can reassign tasks to any user or group outside your management hierarchy. ■ Take no action —As with user rules, you can create a rule with a condition that prevents a more generic rule from being executed. To create a group rule: 1. From the Process Workspace toolbar, select Preferences. The Preferences window is displayed.

2. In the User Preferences area, click Rules. The My Rules and Other Rules pages

appear in the right pane. The My Rules page is selected.

3. Click the Other Rules tab.

4. Select Group from the list.

5. Enter a group name and click the Search icon, or enter a group name.

The Identity Browser dialog box opens for you to find and select a group.

6. Select the group name under the Group Rules node and click Add, as shown in

Figure 3–19 . Figure 3–19 Creating a Group Rule

7. Provide group rule information and click Save.

■ Provide a name for the rule. ■ Browse for task types to which the rule applies. ■ Provide rule execution dates. ■ In the IF area, add rule conditions. ■ In the THEN area, select the actions to be taken: Assign to member via, Assign to , or Take no action, as shown in Figure 3–19 . The new rule appears under the Group Rules node. 3-24 Oracle Fusion Middleware Users Guide for Oracle Business Process Management

3.9.3 How to Enable a Vacation Period in Process Workspace

You can set a vacation period so that you are removed from automatic task assignment during the dates you specify. Vacation rules are not executed for ToDo tasks. See Section 3.9.1, How to Create User Rules in Process Workspace for how to set a vacation rule that is synchronized with the vacation period. To enable a vacation period: 1. Click the Preferences link. The Preferences page appears. 2. In the User Preferences panel, click Rules. The right pane displays the Rules panel with the My Rules page selected. Adjacent and to the right of the My Rules page, the Vacation Period page appears.

3. Select Enable vacation period.

4. Provide start and end dates.

5. Click Save. The vacation period is enabled.

3.9.4 How to Set Notification Preferences in Process Workspace

You can configure the notification settings to control how, when, and where you receive messages in cases when you have access to multiple communication channels delivery types. Specifically, you can define messaging filters delivery preferences that specify the channel to which a message should be delivered, and under what circumstances. For example, you could create filters for messages received from customers with different Service Level Agreements SLA. You could specify that, for customers with a premium SLA, you want to be notified through business phone and SMS channels; and, for customers with a nonpremium SLA, by email. For information about how to specify notification settings, see Oracle Fusion Middleware Developers Guide for Oracle SOA Suite.

3.10 Creating ToDo Tasks and Subtasks in Process Workspace

To create ToDo tasks and subtasks, see Oracle Fusion Middleware Developers Guide for Oracle SOA Suite.

3.11 Acting on Tasks that Require Passwords in Process Workspace

For instructions about acting on tasks that require passwords, see Oracle Fusion Middleware Developers Guide for Oracle SOA Suite.

3.12 Acting on a Task that Requires a Digital Signature in Process Workspace

For instructions about acting on tasks that require digitial signatures, see Oracle Fusion Middleware Developers Guide for Oracle SOA Suite. Working on Tasks in Process Workspace 3-25

3.13 Routing Tasks in Process Workspace

For instructions about routing tasks, including ad hoc tasks, see Oracle Fusion Middleware Developers Guide for Oracle SOA Suite.