Creating a Role

Roles created in Studio are known as abstract roles, because they may be renamed or consolidated when the process is actually deployed to production. In Studio, roles can be added from the Project Navigator or from the process editor design window.

In this task, we create a role from the Project Navigator. In the next task, we will create a role from the process design diagram.

To create a role:

  1. If it is not already expanded, expand the ExpenseManagement project.
  2. Expand the Organization section (Organization Icon ).
  3. Right-click Roles and select New (Roles Icon ). The Name dialog box is displayed.
  4. Enter Employee in the Name field, then click OK. The Employee role is created in the organization, and an editor opens for the role.
  5. In the editor, you can enter a label for this role in the Label field. Leave the default label value, which is Employee. You can also enter a description for this role in the Description text box. This is optional, so leave it blank.
  6. Close the role editor.
  7. In the Design view of the ExpenseReport process editor, right-click somewhere to the left of the Begin activity, and click Add Role. The Role dialog box appears.
  8. From the Name drop-down list, select Employee and click OK. The Employee role swimlane is added on the left-hand side of the process design diagram.

After completing this task, your process design diagram should look like this:

Figure 1. Employee role in ExpenseReport process
Parent topic: Activity 1: Initial Steps
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