Creating a Role

Roles you create in Studio are known as abstract roles, because they may be renamed or consolidated when the process is actually deployed in a production environment. In Studio, roles can be added to the project in the Project Navigator or directly in 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:

In the Project Navigator, expand the ExpenseManagement project if it is not already expanded.
Expand the Organization section ().
Right-click Roles () and select New (). The Role Properties dialog appears.
Enter Employee in the Name field, then click OK. The Employee role is created. It is listed in the Project Navigator under Roles. In the right pane, an editor opens for the Employee role.
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.
Leave the Parametric option unchecked, and close the role editor.
In the Design view of the Expense Report process editor, right-click somewhere above the Begin activity, and click Add Role (). The Role Properties dialog appears.
From the Name drop-down list, select Employee and click OK. The Employee role swimlane is added at the top of the process design diagram.
By clicking and dragging, move the Begin and End activities to the Employee swimlane, placing the End activity farther towards the right.
Right-click on the header of the automatic swimlane (the header with no label), and click Delete (). The automatic swimlane is deleted.

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

Figure 1. Employee role in Expense Report process

Save your changes before proceeding to the next task.