Authorization and people assignment for human tasks
Authorization is the mechanism by which certain people are enabled to perform selected actions on task templates, task instances, and escalations. Authorization roles are used to define sets of actions available to specific roles. People can be assigned to system-level roles using Java EE mechanisms, or to task instance roles using people assignment criteria.
- Task authorization and work items
Every task role enables users to carry out an exact set of actions on the associated task. A person's authorization is managed using work items. A work item represents the relationship of the assigned person to the task actions implied by the task role. - People assignment criteria
People assignment criteria are constructs that are used in the task model to identify sets of people that can be assigned to an instance-based authorization role. At run time, the people resolution uses the people assignment criteria to retrieve the user IDs and other user information from the people directory, for example, for composing emails. People assignment criteria are also used during run time when task models are created programmatically. - Replacement variables in people assignment criteria definitions
You can use replacement variables as parameter values in some people assignment criteria definitions. The people resolution can resolve the assignment criteria at run time, based on information supplied by the contexts. - People resolution
People resolution retrieves user information from people directories based on a set of parameterized query expressions, known as people assignment criteria. - Substitution for absentees
The substitution feature allows you to specify absence settings either for yourself, or for members of the group that you administer. A substitution policy defines how to deal with tasks and escalations that are assigned to absent users. - Default people assignments and inheritance rules
Default people assignments are performed if you do not define people assignment criteria for certain task roles, or if people resolution fails or does not return a result. The default assignments differ for inline tasks and stand-alone tasks. - People assignment criteria and people query results
A people assignment criteria is associated with a task authorization role. The people query that is derived from the people assignment criteria is stored as part of the deployed task template, or task instance. During the execution of a task, the authorization roles require the resolution of the associated people queries so that people can be assigned to the task. - Shared people assignments
For a specific task role, the same people assignment criteria are used in all instances of a task template. This is because all of the task instances are instantiated from the same task template. To avoid rerunning people queries, the result of a query is shared across task instances of a task template.
Parent topic: Human tasks overview