There are mainly 7 types of task allocation methods supported by Process Designer.
Lane is the type of allocation where a job is assigned to the work-party name that matches the lane name of the human task. When user chooses Lane as Setting property, user must also choose value on Assignment Method property. There are 3 available Assignment Methods to choose from: Pull, Round Robin and Load Balance.
Property
Mandatory
Default
Description
Setting
Y
Pull
Select Lane for Lane Policy.
Assignment Method
Y
-
Type of assignment policy to use. It has 3 available choices - Pull, Round Robin and Load Balance.
Pull is the type of allocation used where the authorized users can select and claim the job present in the pool.
Round Robin is the type of allocation used to assign a work to another work party other than of the current lane; the system will respectively assign the task to users in a round pattern.
Load Balance is the type of allocation used to assign a job to another work party other than of current lane, the system will assign job to user with less number of jobs assigned.
Note: When user chooses Pull, Round Robin or Load Balance, user must choose value for the work party correctly.
Property
Mandatory
Default
Description
Work Party Name
Y
Name of work-party to assign the job.
Routing Policy is the type of allocation where a system assign work to user based on some assignment condition.
When user choose Routing Policy on Setting, system will show Policy tab and Sorting tab for setting the condition and sorting value.
Policy Tab
Property
Mandatory
Default
Description
Condition
Y
To specify work assignment condition.
Match Type
Y
To define how to select matches when multiple users match that condition. You can choose to assign work to one or all users. It has 2 available options: All and Any.
Assignment Type
Y
To define an Assignment type. It has 3 available options: User, Work party and Advance.
Username
Y
This option would only be available when Assignment Type above is selected as "User. An application User can then Select any user based on available User List.
Work party
Y
This option would only be available when Assignment Type above is selected as "Work party". An application User can then Select any work party name based on available "work party" List.
Add Row Policy button is used to add condition setting when user wants to use multiple conditions for assignments. Delete Row Policy button is used to remove condition settings that are not required. Formula Editor is used to customize a condition using customizable condition panel.
Assignment Type can be set to "User", "Work-party" or Advance. When Advance is selected, an advance condition setting will be shown. Advance condition option should be used only when user wants to execute a system special condition along with main user- defined conditions.
Property
Mandatory
Default
Description
Number Advance Rows
Y
1
The number of advance conditions.
Filter Type
Y
The value of user to be used in special condition. It has "jobInbox" is number of jobs in user inbox, and has "userattribute" to choose any attribute of the user.
Filter Value
Y
To choose a user attribute that is to be used in special condition. This property will show when "userattribute" is selected on Filter Type.
Attribute Name
Y
To choose parameter from current process.
Operation
Y
Select Operator to use in special condition.
Sorting Tab
Property
Mandatory
Default
Description
Field
N
The field to be used for sorting.
Type
Y, when Field is used.
Type of sorting, It has asc and desc.
Special Sort
N
-
Multi Instance is the type of allocation where a system assign work to multiple users based on some assignment condition. When user choose Multi Instance on Setting, system will show Multi Instance tab for setting the user and condition.
Multi Instance Tab
Property
Mandatory
Default
Description
Cardinality
Y
To specify the number of users to assign the job to.
Ordering
Y
To define the order in which to assign the job. It has 2 available options: Sequential or Parallel.
Assign By
Y
To define how to assign jobs. It has 2 available options: User or Work party. And give the value in the text box by the side.
Assign Method
N
This option would only be available when Assign By above is selected as "Work-Party". An application User can then select the type of assignment to be followed Available options include Pull, Round Robin, Load Balance or Custom.
Class Name
N
This option would only be available when Assign Method above is selected as "Custom". An application User can then enter the java class for custom allocation.
Flow Condition
Y
An application User can then select any of the following conditions -
(i) Wait for all to finish (All)
(ii) Wait for all to approve (All)
(iii) Wait for how many to finish
(iv) Wait for how many to approve
(v) Advance
For (iii) & (iv) there is a text box to enter the number of users needed to fulfil this level.
Condition Loop
N
If user selects (ii) or (iv), user also has to provide the condition for approval.
Cancel Remaining Instance
N
If user selects (ii) or (iv), user also has to provide what to do if a person rejects
Advance Condition
N
If user selects (v) Advance, then user has to give the advance condition hereCustom Policy
Custom Allocation is the type of allocation to assign a job by using the custom logic from a java class. The user must develop a java class and then upload it to the process. When user chooses Custom Policy, the human task will assign the work to user as per the logic in java class.
When user chooses Custom on Setting, user must specify Class Name property for Java class Tab.
Property
Mandatory
Default
Description
Class Name
Y
The fully qualified identifier for the java class to be executed to assign work to user.
Advance condition has Trash icon . User can click this icon on right side to remove any existing special conditions.
User can click Add Row Sorting button when user wants to sort based on multiple fields. Sorting Tab also has Trash icon . User can click this icon to remove any existing sorting.
