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Rules for Agent Determination for TasksLocate this document in the navigation structure

Use

You use rules to define the responsible agents of a task and the recipients of notifications.

Features

To determine the responsible agents and recipients of notifications, you can specify a rule for each recipient type. Depending on the use of the task, these rules are evaluated as follows:

Task is started in dialog or via an event

The system resolves the rule for the recipient type agent at runtime, and determines the responsible agents of the task. All responsible agents who are also possible agents become recipients of the relevant work item.

Task is started from a workflow

The rules entered are only resolved if nothing is specified in the step definition.

Activities

You make the presettings on the tab page Default Rules.

Binding

You must define the binding from the task container to the rule container for each rule. For more information, see Rule Resolution.