Add Participants to a Human Task with eForms

Participants are the users, groups, or roles who complete a human task. To select participants for a human task that uses an eForm, do the procedure in this topic.

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

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

Procedure

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.
(Optional) Search the items in the list of users, groups, or roles to narrow your results.
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

Parent topic: How To Use eForms

Quick Links:

AgilePoint NX Online Help

AgilePoint NX Technical Documentation

Support Portal

AgilePoint

AgilePoint NX

Documentation Updated: December 3, 2015