Consolidating Roles

For each action that you add to a block flow, the Guided Procedures (GP) framework creates a separate process role. These roles are further propagated from block to process level. At runtime, you assign user(s) to each existing process role to define who is responsible for its execution.

Consolidating roles implies grouping and displaying them as a single one. You consolidate the roles for those actions that must be executed by the same user(s).

You can consolidate roles at block or process level.

1. In the gallery, select the required block or process, and choose Open….

   The object's design time opens.

2. To switch to edit mode, choose (Edit).
3. Open the Roles tab page.

   All available roles are displayed. You can check for which action or block they are defined in the Items column.

4. To consolidate two or more roles:
   1. Select the roles from the list.
   2. Enter a name for the consolidated parameter in the field Consolidate To.
   3. Choose Go.
      Note

      You can use function Propose Consolidation. It is activated when you select a role from the list. Use the function to check which roles can be consolidated.

5. To create other role groups, repeat step 3.
6. To save the changes, choose (Save).

At runtime, you only need to assign users to the role group you have created. The same users are automatically assigned to all roles that are included in the group.