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Procedure documentationDefining Potential Owners Locate this document in the navigation structure

 

Potential owners are the processors of the tasks in the process model. You define them on one of the following levels:

  • Task level

  • Human activity level

  • Lane level

Prerequisites

Procedure

Defining Potential Owners on Task Level
  1. Expand Process Modeling, then expand Tasks.

  2. In the context menu of a task, choose Open.

  3. Under Potential Owners on the Roles tab page, define potential owners by one of the following options:

    • Select the Choose one or more UME principals radio button to search potential owners from a list.

      1. Choose the Choose... pushbutton.

      2. In the dialog that appears, choose a principal type from the dropdown menu and enter a principal name. Choose the Search pushbutton.

      3. Select a principal from the Search Results field and choose the Add—> pushbutton to add the principal to the Principals to Select field.

        Note Note

        To add all principals listed in the Search Results field to the Principals to Select field, choose the Add All—> pushbutton.

        End of the note.
      4. Choose the OK pushbutton.

        The principals you selected appear in the Principals field.

    • Select the Use an expression radio button to define potential owners by an expression. The expression is evaluated at runtime to dynamically resolve potential owners.

      1. Choose the Edit... pushbutton.

        The expression editor opens.

      2. Specify an expression. For more information, see Creating Expressions.

Defining Potential Owners on Human Activity Level
  1. Expand Process Modeling, then expand Processes.

  2. In the context menu of a process, choose Open.

  3. Choose a human activity in the process.

  4. Choose Task in the Properties view.

  5. Select the Potential Owners checkbox under Task Overrides.

    A Potential Owners tab page appears in the Properties view.

  6. On the Potential Owners tab page, define potential owners by one of the following options:

    • Select the Choose one or more UME principals radio button to search potential owners from a list.

      1. Choose the Choose... pushbutton.

      2. In the dialog that appears, choose a principal type from the dropdown menu and enter a principal name. Choose the Search pushbutton.

      3. Select a principal from the Search Results field and choose the Add—> pushbutton to add the principal to the Principals to Select field.

        Note Note

        To add all principals listed in the Search Results field to the Principals to Select field, choose the Add All—> pushbutton.

        End of the note.
      4. Choose the OK pushbutton.

        The principals you selected appear in the Principals field.

    • Select the Use an expression radio button to define potential owners by an expression.

      1. Choose the Edit... pushbutton.

        The expression editor opens.

      2. Specify an expression.

      3. Choose the OK pushbutton.

Defining Potential Owners on Lane Level
  1. Expand Process Modeling, then expand Processes.

  2. In the context menu of a process, choose Open.

  3. Choose a lane, then choose Potential Owners in the Properties view.

  4. Select the Define potential owners globally for human activities/tasks in this lane checkbox, if it is not selected.

  5. Define potential owners by one of the following options:

    • Select the Choose one or more UME principals radio button to search potential owners from a list.

      1. Choose the Choose... pushbutton.

      2. In the dialog that appears, choose a principal type from the dropdown menu and enter a principal name. Choose the Search pushbutton.

      3. Select a principal from the Search Results field and choose the Add—> pushbutton to add the principal to the Principals to Select field.

        Note Note

        To add all principals listed in the Search Results field to the Principals to Select field, choose the Add All—> pushbutton.

        End of the note.
      4. Choose the OK pushbutton.

        The principals you selected appear in the Principals field.

    • Select the Use an expression radio button to define potential owners by an expression.

      1. Choose the Edit... pushbutton.

        The expression editor opens.

      2. Specify an expression.

      3. Choose the OK pushbutton.

Caution Caution

You can also define excluded owners for tasks in the process model. If you define the same principals for potential and excluded owners of a task, the task becomes invisible when you execute the process. For more information about defining excluded owners, see Defining Excluded Owners.

End of the caution.