Adding Participants

Interactive activities require participants to execute them. Participants are the people who log into the system and perform activities.

Participants can perform activities defined in the roles assigned to them. In other words, a participant who has been assigned the Employee role can perform activities present in the Employee role swimlane.

A participant with no roles can perform no activities. You will usually assign a role when you create a participant, so we also assign a role to the participant in this task.

Our first participant is called Peter Jones. Peter is in Sales and reports travel expenses. For the purposes of this process, we consider him an employee and assign him that role.

We call our second participant Paul Smith. We assign the Supervisor role to Paul.

You usually create participants in Studio for testing purposes. In an actual deployment, participants come from the company directory service or are imported from some other personnel data source. So, Peter Jones would most likely not be an actual employee even if you were building this process for real-world use.

To create participants Peter Jones and Paul Smith:

In the Project Navigator, expand the ExpenseManagement project, and then expand Organization ().
Right-click on Participants (), and click New () in the context menu. The Participant dialog appears.
In the Participant ID field, enter Peter Jones, and click OK. A participant editor window opens for Peter Jones.
In the First Name and Last Name fields, enter Peter and Jones respectively.
In the E-mail address field, enter your e-mail address. This ensures that you receive any messages the process sends to the participant Peter Jones.
In the editor, go to the Roles section, and click Add. The Roles dialog box appears. It displays the Employee and Supervisor roles.
Select Employee from the Roles list, and click OK. The Employee role is added for Peter Jones.
Save the changes to Peter Jones by clicking on the Save icon () or click File > Save from the menu.
Close the editor window.
Follow steps 2 through 7 to create participant Paul Smith, assigning him to the Supervisor role.

After completing this task, your project should include the two new participants. Their names should appear in the Project Navigator under Participants.