Add Participants for a Dynamic Group (External Forms) Activity

Dynamic Group 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 an 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 the Dynamic Task Pool (External Forms) activity onto your process.
   • Change an activity:
     1. In your process, double-click your activity.
3. On the Dynamic Group Participants screen, click Participants.

Procedure

1. On the Dynamic Group Participants screen, in the Add Roles or Groups list, select the type of group you want: a group or a role.
   • To create a role, refer to Create a Role.
   • To create a group, refer to Create a Group.
2. (Optional) Search the items in the list of 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.