Show TOC

Procedure documentationDefining Excluded Owners Locate this document in the navigation structure

 

Excluded owners are principals excluded from processing a task in the process model.

Example Example

A purchasing order process model contains an “Order Request” task and an “Order Approve” task. The requester and the approver of the order should be different persons, that is the requester is excluded from processing the approval task.

End of the example.

You define excluded owners on one of the following levels:

  • Task level

  • Human activity level

  • Lane level

Prerequisites

Procedure

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

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

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

    • Select the Choose one or more UME principals radio button to search excluded 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 excluded owners by an expression. The expression is evaluated at runtime to dynamically resolve excluded owners.

      1. Choose the Edit... pushbutton.

        The expression editor opens.

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

Defining Excluded 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 from the process.

  4. Choose Task in the Properties view.

  5. Select the Excluded Owners checkbox under Task Overrides.

    An Excluded Owners tab page appears in the Properties view.

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

    • Select the Choose one or more UME principals radio button to search excluded 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 excluded owners by an expression.

      1. Choose the Edit... pushbutton.

        The expression editor opens.

      2. Specify an expression.

      3. Choose the OK pushbutton.

Defining Excluded 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 Excluded Owners in the Properties view.

  4. Select the Define Excluded Owners Globally for Human Activities/Tasks in this lane checkbox if it is not selected.

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

    • Select the Choose one or more UME principals radio button to search excluded 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 excluded 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 potential 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 potential owners, see Defining Potential Owners.

End of the caution.