Add Participants to a Human Task with External Forms

Participants Screen

Good to Know

• In most text fields, you can use process data variables as an alternative to literal data values.

How to Start

1. On the Organizer, do one of these:
   • Open a process.
   • Create a process.
2. Do one of these:
   • Add a human task activity:
     1. In the Process Builder, in the Activity Library, open the Human Tasks (External Forms) tab.
     2. On the Human Tasks (External Forms) tab, drag any human task activity onto your process.
   • Change a human task activity:
     1. In your process, double-click a human task activity.
3. On the configuration screen, click Participants

Procedure

1. On the Participants screen, in the Add Roles, Groups, and Users list, select the type of participant you want: A user, a group or a role.
   • To add a new user, refer to Add a New User.
   • To create a group, refer to Create a Group.
   • To create a role, refer to Create a Role.
2. (Optional) Search the items in the list of users, groups, or roles to narrow your results.
3. Select the list, drag the participant you want onto the Details list.

Repeat this procedure as necessary until you have added all the participants for your task.

RelatedTopics

• Change a Process Instance Variable
• Configure General Options for an Activity with External Forms
• Configure How Web Form Controls Show for an Activity
• Configure User Defined Properties
• Configure Voting for External Forms
• Connect a Web Form to a Process
• Start Task (External Forms) activity
• Dynamic Task Pool (External Forms) activity
• Standard Task (External Forms) activity
• Standard Task With Timeout (External Forms) activity
• Advanced Task (External Forms) activity
• Mobile View
• Process Data Variables
• Web Form Task (External Forms) activity
• Load Balancing Task (External Forms) activity