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

Defining rules

When you establish a Routing Policy for an activity, you establish rules to determine the recipients of the activity as a runtime task.

Using rules, your task assignments can be dynamic, which ensures that activities are routed to the appropriate individuals.

When defining rules, you can choose from the following rule types:

Available rule types
Rule type Description
Swimlane Routes activities to users based on whether they are the default lane participants.
Participant Rule Selects users according to participant group membership.
User Attribute Rule Selects users based on user attributes.
Expression Rule Selects users who match a particular expression that you provide.


Procedure

  1. Under Advanced Assigned To (Then), click all in the following statement:

    Advanced Lane Participants are users who match all of the following rules:

    Choose all or any.

    If you choose all, the runtime task is assigned to users who match all specified rules. If you choose any, the runtime task is assigned to users who match at least one of the specified rules.

    If none of the conditions that you specify are met, IBM BPM assigns the task to the swimlane for the rule to which this Advanced Assignment applies.

  2. Click Add Rule to choose the type of rule to add.

    For example, you can define the following Advanced Lane Participant group rules in the group properties:

    Advanced Lane Participants are users who match all of the following rules:

    • Who belong to the participant group Finance Managers
    • Who have an attribute Level 1 Loans greater than tw.local.loanAmount
    • Who match expression tw.local.Recipient

    The Add Rule... option adds other rules to the list.

  3. Supply the necessary information for the specified type of rule.

    • For a Swimlane rule, supply the required input for the following specification:

      Who belong to lane participant.

      Input required for a Swimlane rule
      Specification Action
      belong

      Click belong to choose either belong or do not belong.

    • For a Participant Rule, supply the input that you want for the following specification:

      Who belong to participant group select participant.

      Input required for a Participant Rule
      Specification Action
      belong Click belong to choose either belong or do not belong.
      select participant Click select participant to choose a participant group from the library.

    • For a User Attribute Rule, supply the required input for the following specification:

      Who have an attribute select user attribute equal to enter value.

      Input required for a User Attribute Rule
      Specification Action
      select user attribute Click select user attribute to select a user attribute definition from the library.
      equal to Click equal to 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 Click enter value to display a field in which you can enter either anIBM BPM variable or a JavaScript expression that produces the value that you want to compare. Be sure to surround any strings in the expression with double quotation marks.

    • For an Expression Rule, supply the required input for the following specification:

      Who match expression enter value.

      Input required for an Expression Rule
      Specification Action
      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 an IBM BPM variable or a JavaScript expression that produces the value that you want to compare. Be sure to surround any strings in the expression with double quotation marks. The variable or expression must evaluate to a specific user name.

Assigning activities