Create a participant group

WebSphere Lombardi Edition 7.2 > Modeling processes > Helpful reference information

Create a participant group

Participant groups represent the groups of users in your enterprise.
To create a participant group and add users to that group, follow these steps:

In the Designer view, click the plus sign next to Processes and select Participant Group from the list of components:

In the New Participant Group dialog, enter a name for the group and click Finish.

Lombardi Designer displays the properties for the participant group. Supply requested information, including:

Dialog area Field or link Description
Common Name Name you provided in step 2.

Documentation Optionally provide a description of the group in this field.
Simulation Properties Capacity Choose either Use Provider Users or Use Estimated Capacity. If you select Use Provider Users, the capacity is determined by the number of users in the group. If you choose to estimate, provide the maximum number of users that this group can include.

Availability For simulation purposes, specify the percentage of this group's working hours that are available to complete Lombardi tasks.

Efficiency For simulation purposes, specify the efficiency of this group as a percentage.

Cost per Hour For simulation purposes, provide the cost (in dollars and cents) to your organization for each hour of work performed by this group.
Members Select Click the drop-down list to choose how you want to define the members of this group. You can choose Standard Members or Using Expression. The choice you make determines the information required.

If you select Standard Members... Use the buttons provided to add the users and groups that you want. You can add existing participant groups as members. You can also add users and groups previously defined in the Process Admin Console. See Manage Lombardi users in the Lombardi Administration Guide for more information.
When adding users and groups, type in part of the name of the account that you want and Lombardi displays all users or groups that match.

If you select Using Expression... First establish whether you want to select members based on a match with any or all rules that you define. Then use the sentence editor to establish the rule or rules that you want. See Defining Participant Group rules to learn how to define rules. If no users match the expression, the resulting participant group is empty.

Click Save in the main toolbar.

Define Participant Group rules

When you choose to establish participant group members by using an expression, you can define rules to determine those members. To define rules, follow these steps:

Click Add Rule to choose the type of rule you want.
When defining rules, you have the following types from which to choose:

Participant Rule Allows you to select users according to participant group membership.
User Attribute Rule Select users based on user attributes.
Expression Rule Select users who match an expression

The following figure shows an example of the types of rules you can define:

Supply the necessary information for the type of rule that you choose.

For a Participant Rule, supply the input that you want for the following specification:
Who belong to participant group select participant.

belong Click belong to choose either belong or do not belong.
select participant Click select participant to choose an existing participant group.

For a User Attribute Rule, supply the input that you want for the following specification.
Who have an attribute select user attribute equal to enter value.

select user attribute Select an existing user attribute definition.
equal to Choose from: equal to, not equal to, less than, less than or equal to, greater than, or greater than or equal to.
enter value Enter either a Lombardi variable or a JavaScript expression that produces the value that you want to compare. Surround any strings in the expression with double quotation marks.

For an Expression Rule, supply the input that you want for the following specification:
Who match expression enter value.

match Click match to choose either match or do not match.
enter value Click enter value to display a field in which you can enter either a Lombardi variable or a JavaScript expression that produces the value that you want to compare. Surround any strings in the expression with double quotation marks. The expression must evaluate to a specific user name.

Parent topic: Modeling processes

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Dialog area	Field or link	Description
Common	Name	Name you provided in step 2.
	Documentation	Optionally provide a description of the group in this field.
Simulation Properties	Capacity	Choose either Use Provider Users or Use Estimated Capacity. If you select Use Provider Users, the capacity is determined by the number of users in the group. If you choose to estimate, provide the maximum number of users that this group can include.
	Availability	For simulation purposes, specify the percentage of this group's working hours that are available to complete Lombardi tasks.
	Efficiency	For simulation purposes, specify the efficiency of this group as a percentage.
	Cost per Hour	For simulation purposes, provide the cost (in dollars and cents) to your organization for each hour of work performed by this group.
Members	Select	Click the drop-down list to choose how you want to define the members of this group. You can choose Standard Members or Using Expression. The choice you make determines the information required.
	If you select Standard Members...	Use the buttons provided to add the users and groups that you want. You can add existing participant groups as members. You can also add users and groups previously defined in the Process Admin Console. See Manage Lombardi users in the Lombardi Administration Guide for more information. When adding users and groups, type in part of the name of the account that you want and Lombardi displays all users or groups that match.
	If you select Using Expression...	First establish whether you want to select members based on a match with any or all rules that you define. Then use the sentence editor to establish the rule or rules that you want. See Defining Participant Group rules to learn how to define rules. If no users match the expression, the resulting participant group is empty.

Participant Rule	Allows you to select users according to participant group membership.
User Attribute Rule	Select users based on user attributes.
Expression Rule	Select users who match an expression

belong	Click belong to choose either belong or do not belong.
select participant	Click select participant to choose an existing participant group.

select user attribute	Select an existing user attribute definition.
equal to	Choose from: equal to, not equal to, less than, less than or equal to, greater than, or greater than or equal to.
enter value	Enter either a Lombardi variable or a JavaScript expression that produces the value that you want to compare. Surround any strings in the expression with double quotation marks.

match	Click match to choose either match or do not match.
enter value	Click enter value to display a field in which you can enter either a Lombardi variable or a JavaScript expression that produces the value that you want to compare. Surround any strings in the expression with double quotation marks. The expression must evaluate to a specific user name.