Modeling the Organizational Structure

Swim lanes are assigned to participants - roles or organizations. Users assigned to these roles or organizations perform the work represented by an activity instance. Being assigned one or more swim lanes, a user can perform the activities associated with those swim lanes by completing the work items in his worklist.

Hence, there is a distinction between

Consequently, in your modeling environment you use roles and organizations. Individual human performers are created and assigned to these roles in the Infinity Process Platform Portal or console administration tools or via embedding application. The following sections describe the usage of participants in Modeling perspective:

Representation in the Modeling Perspective

You can work with following elements in the Participants node:

The elements are represented in the model tree as follows:

Each model has at least one role created by default, which is the Administrator role.

Organizations

An organization element represents a group of resources. For example, a department or any organizational unit. This section describes how to work with organization elements and its properties.

Creating Organization

To create an organization, right-click Participants node in the My Process Models panel and click Create Organization.


Figure: Create Organization

Renaming Organization

To rename the organization, right-click the Organization node in the My Process Models panel and click Rename. Specify the new name for organization.


Figure: Rename Organization

Rename can be performed in the My Process Models panel and the property panel of the element.

Deleting Organization

To delete organization, right-click the Organization node in the My Process Models panel and click Delete.


Figure: Delete Organization

Creating Role under Organization

To create a role under organization, right-click the Organization node in the My Process Models panel and click Create Role.


Figure: Organization - Create Role

Set as Manager

The role created under organization can be set as manager. Right-click on the role created under organization node and click Set as Manager.


Figure: Role - Set as Manager

The role set as manager is indicated in the organization hierarchy with a red color role icon.

Role set as manager
Figure: Role set as manager

Note that at a time you can set only one role under organization as a manager. If the role is already set as a manager or the role is not in the hierarchy of an organization, the Set as Manager option is grayed out.

Creating Organization under Organization

To create an organization under organization, right-click the Organization node in the My Process Models panel and click Create Organization.


Figure: Organization - Create Organization

Viewing and Editing Organization Properties

To view organization properties, click the Organization node in the My Process Models panel. The organization properties get displayed.


Figure: Organization Properties

Following properties are displayed:

Roles

You can create roles using two ways:

Creating Roles under Participants Node

To create a role, right-click the Participants node and click Create Role.


Figure: Create Role

Renaming Role

To rename the role, right-click on role and click Rename Role.


Figure: Rename Role

Rename can be performed in the My Process Models panel and the property panel of the element.

Deleting Role

To delete the role, right-click on role and click Delete Role.


Figure: Delete Role

Viewing Role Properties

To view role properties, click on role of which you want to view the properties.


Figure: Role Properties

Conditional Performer

A conditional performer is evaluated at runtime and determines the identity of the actual performer. A conditional performer can be created only at the root node, that is, Participant node. You can neither create it nor drag and drop it under the Organization node.

The following sections help you to work with conditional performers.

Creating Conditional Performers

To create conditional performer, right-click Participants node and click Create Conditional Performer.


Figure: Create Conditional Performer

Renaming Conditional Performers

To create conditional performer, right-click on conditional performer in the Participants node and click Rename.


Figure: Rename Conditional Performer

Rename can be performed in the My Process Models panel and the property panel of the element.

Deleting Conditional Performers

To delete conditional performer, right-click on conditional performer in Participants node and click Delete.


Figure: Delete Conditional Performer

Viewing and Editing Conditional Performer Properties

To view and edit the properties of conditional performer, perform the following steps:


Figure: Properties of Conditional Performer

General Properties

Configuration

User Realm

If you select User as a performer type, then you can specify data for the user realm. For more information, please refer to the section User Realm User Realm of the chapter Managing Multi Partition Infinity Process Platform Installations Managing Multi Partition Infinity Process Platform Installations in the Infinity Process Platform Documentation.


Figure: User Realm

Comments


Figure: Conditional Performer - Comments

Restrictions on setting Conditional Performers

The conditional performer cannot be set as a participant for Manual or Scan events. A validation message is displayed in following scenarios:

Working with Referenced Participants

You can reference participants from other models. For example to define a participant from another deployed model as performer of a lane, perform the following steps:

  1. Select the lane of the process of the consumer model. The properties page of the lane gets displayed.
  2. From the Participants drop-down list, select the participant of the referenced model


    Figure: Swim Lane - Participants - Provider Model

  3. The referenced participant of the referenced model is now the performer of the lane.


    Figure: Participant Referenced for Swim Lane

Note
If a participant with an identical ID already exists in the consumer or referencing model you cannot refer the participant of the referenced model. Even if you select the role with the identical ID of the referenced model, the participant with the same ID of the current model is used. For example, if a role Role 1 exists in a referenced model Provider and you also have a role with ID Role 1 in the consumer model, the role of the consumer model gets assigned even if you select the role Provider/Role 1 from the referenced model.