IBM BPM, V8.0.1, All platforms > Create processes in IBM Process Designer > Modeling processes > Create a business process definition (BPD) > Assigning activities

Set up a routing policy

One of the options when routing the runtime tasks that are generated by activities, is to establish a routing policy.

Before you can configure a routing policy, you must declare variables for your BPD.

When you define a policy, the users who receive the runtime task are determined by the conditions that you specify.


Procedure

  1. In the Designer view, open the diagram of your BPD and select the activity that you want to route.

    The activity that you choose must already have an attached service.

  2. Go to the Assignments page in the properties view.

  3. From the Assign To list, select Routing Policy.
  4. Under Routing Conditions (If), click Add a column to select the variable to use to begin specifying conditions.

    When defining routing conditions, you create a table in which each column represents a variable and each row represents a rule.

  5. From the displayed list, choose the variable for which you want to specify a condition.

  6. In the first field in row 1, enter the value to compare to the variable.

    For example, if you choose a variable called customer (String) in the preceding step and that variable holds customer names, enter a customer name in the field.

  7. If you want to add another variable to the routing condition, click Add a column and choose a variable from the displayed list. Enter the value to compare to the second variable.

    The following examples illustrate the syntax for possible values in the variable columns:

    Routing conditions
    Enter... To match...
    "ok" The exact string, ok (no quotation marks)
    >100 Any number greater than 100
    <100 Any number less than 100
    !=3 All numbers except 3

  8. If you want to establish advanced routing rules, select Adv. When you establish routing rules, you create specifications that determine who receives the runtime task, such as only those users who have a previously defined user attribute.

    To establish rules, click Add Rule in the Advanced Assigned To (Then) section of the Routing properties, and see Defining rules for instructions.

    IBM BPM creates only one set of rules under Advanced Assigned To (Then) for the entire Routing Conditions table. If you want to remove a rule after you define it, click Advanced Lane Participant in the Assign To field in the routing conditions table to display the rule or rules for that routing condition. Under Advanced Assigned To (Then), click the bullet before the rule that you want to remove, and then click Remove.

  9. If you do not select Adv, the Assign To field in the routing table shows the default assignee, Swimlane, which means that the runtime task is routed to the participant group assigned to the swimlane in your BPD. If you have multiple participant groups defined in your current process application, you select one of those groups from the menu.


What to do next

When you define routing conditions, IBM BPM evaluates the conditions in the table from top to bottom. IBM BPM implements the first condition that matches. If no conditions match, IBM BPM assigns the activity to the default assignee, Swimlane.

Assigning activities