Assigning teams to BPD activities

For any activity with a service implementation, you can designate the users who receive the runtime task by using the Assignments page in the properties for that activity.

1. Open the Process Designer desktop editor.
2. Open a process application that contains a business process definition (BPD).
3. Click an activity in a BPD diagram to display its properties.
4. Go to the Assignments page in the properties view.
5. From the Assign To list, choose one of the following options:

   Table 1. Assignment Options

   Option	Description
   Lane	Assigns the runtime task to the team associated to the swimlane in which the selected activity is located (the default selection). If you select this option, you can use a team filter service to dynamically eliminate users from being assigned to the activity.
   Team	Assigns the runtime task to a team. If you select this option, you can either specify a static team or use a team retrieval service to dynamically select a suitable set of users. In addition, you can use a team filtering service to remove unsuitable users from the team.
   Routing Policy (Deprecated)	Assigns the runtime task according to the policy that you establish.
   List of Users (Deprecated)	Assigns the runtime task to an ad hoc list of users.
   Custom (Deprecated)	Assigns the runtime task according to the JavaScript expression that you provide in the corresponding field. To select one or more variables for your expression, click the variable selection icon next to the field. The JavaScript expression produces results such as USER:<user_name> or ROLE:<group_name>, where user_name is the name of an IBM BPM user (such as author) and group_name is the name of an IBM BPM security group (such as tw_authors). Note: Complex JavaScript expressions can be typed in or pasted into the Expression field and can be customized as required. More valid expressions can be chained together to produce a complex JavaScript expression, for example tw.local.isWeekendCrew?"ROLE:WeekendManagers":"ROLE:Managers".

   Important: To show up in the Team Performance dashboard, tasks must be assigned to a Team or a team Lane. Tasks that are assigned to the deprecated options are not displayed on the Team Performance dashboard.
6. Optional: From the Experts Team list, select the team that you want to associate with the selected activity.
7. If you selected Assign To Team you must assign a team.
   1. To define a new team, click New, provide a name, and complete the team properties. For more information about the team properties, see Creating a team.
   2. If you want to select an existing team, click Select, then choose a team from the list.
   3. If you want to specify a fixed team name or a team that is not defined yet, enter the name as a literal value, for example, damageAssessors.
   4. If you want the team to be selected by the value of a local or environment variable, specify the name of the variable, for example, tw.local.dynamicTeamName.
8. Optional: If you selected Assign To Team or Assign To Lane the Team Filter Service section is displayed. If you want to use a team filter service to eliminate certain users before the user distribution is applied, complete the following steps.
   1. To assign a Team Filter Service, either click Select to select an existing team filter service or click New to define a new one. If you select New, perform Setting up a team filter service.
   2. If the team filter service that you selected or defined requires parameters from the application, a Team Filter Service Input Mapping section is displayed. For each required service variable, enter the corresponding process variable name, for example tw.local.estimatedClaimAmount or tw.system.user.id.
9. From the User Distribution list, choose one of the following options:

   Table 2. User Distribution

   Option	Description
   None	IBM BPM assigns the runtime task to all potential users (the default setting).
   Last User	This feature requires the latest service level and fixes for your version of IBM BPM. Assigns the runtime task to a user who completed an earlier task. If the assignment option is set to Lane, the task is assigned to the user who completed the activity that immediately precedes the selected activity in the swimlane. If the assignment option is set to Team, the task is assigned to the user who completed the last task that was assigned to the same team. In both cases, the task is assigned only to an established last user, if the user is a member of the group associated with the task. An established last user is determined by using the policy valid for the Lane or Team assignment option, respectively. If the user is not a member of the group associated with the task, then the task is assigned to the task group. Do not select the Last User option for the first activity in a lane unless the activity is a service in a top-level BPD and a Start Event is in the lane. In this case, the runtime task is routed to the user who started the BPD.
   Load Balance	From the potential users who can receive the runtime task, IBM BPM assigns to the users who have the fewest number of open tasks, regardless of presence.
   Round Robin	From the potential users who can receive the runtime task, IBM BPM assigns to users in a round-robin fashion. For example, if the users in the Call Center team must receive the runtime task, IBM BPM assigns each task (created by each process instance) in a series - to one user in the team after another.