Specify Users
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This page can be used to specify the list of users. (Profile name must have already been defined in the ‘Define workflow profile’ activity).
Select the ‘Specify Users’ link at the bottom of the ‘User Identification’ page.
The ‘Specify Users’ page appears.
The system displays the following fields.
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Date Format |
The format in which the date fields must be entered in this page. The specified format is DD-MM-YYYY only. |
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From Component Name |
The name of the component in which the ‘From Task’ is present. |
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From Activity Name |
The name of the activity in which the ‘From Task’ is present. |
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From Task |
The name of the task from which the document must be routed. |
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From Org. Unit Description |
The description of the organization unit from which the document must be routed. |
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To Component Name |
The name of the component in which the ‘To Task ‘ is present. |
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To Activity Name |
The name of the activity in which the ‘To Task’ is present. |
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To Task Name |
The name of the task to which the document must be routed. |
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To Org. Unit Description |
The description of the organization unit to which the document must be routed. |
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Effective From |
The date on or after which the document routing will be effective. |
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Effective To |
The date on or before which the document routing will be effective. |
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Path ID |
The ID of the path. |
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Resource Rule ID |
The ID of the resource rule. If the user identification basis is “Direct Entry”, the system displays “---Not Applicable---“. |
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Resource Rule Description |
The description of the resource rule. |
Enter the following fields in the multiline:
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Profile Name |
The name of the profile (Alphanumeric, 30). Select the lens icon near the ‘Profile Name’ to launch ‘Help on Profile’ page. The profile name can be selected from this page. |
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Action Required |
Use the drop-down list box to specify who should perform the action. Select "By All" to indicate that all users need to perform the action, else select "By AnyOne" to indicate that any user can perform the action. |
Note: If a value is specified for the "Profile Name" field, the ‘Action Required‘ field must not be left empty.
Modify the following fields in the multiline, if required:
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Org. Unit Description |
Use the drop-down list box to select the description of the user’s organization unit. |
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User Name |
The name of the user (Alphanumeric, 30). Select the lens icon near the ‘User Name’ to launch ‘Help on User’ page. The username can be selected from this page. |
Enter the following fields in the multiline:
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Proxy Org. Unit |
Use the drop-down list box to select the organization unit in which the proxy user would perform the task. |
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Proxy User Name |
The name of the proxy user who would perform the action in the absence of the specified user (Alphanumeric, 30). Click on the lens icon near the ‘Proxy User Name’ to launch the ‘Help on User’ page. The user name can be selected from this page. |
Click the ‘Save’ pushbutton to save the details.
Click the ‘Delete’ pushbutton to delete the details.
In this page you can map a user to the resource rule. Profiles can also be mapped to the resource rule. In the absence of the specified user, alternate user can also be given to perform the action, which is supposed to be performed by the specified user.