Developer Workflow Guide

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Creating Task Instances by Data Value

You can create task instances that contain all the records in the data set that have common values in a column that you select.

Open a Human task.

Select the

Task Distribution

tab, and enable task distribution.

Choose to create task instances by data value.

Optionally, specify the maximum number of records that any task instance can contain.

Select a column name from the

Column

menu. The menu lists the column names on the resource that you specify on the Data Source tab.

If you add a Cluster step to the Human task, select the group key column that you used in the mapping that generated the clusters. You select the group key column to ensure that the task distribution process does not split the records in a cluster into different clusters.

The Column menu has a precision of 65. The menu does not display a column name that contains more than 65 characters.

Select the method that the workflow will use to assign users or groups to task instances.

You can associate each user or group with a single value in the column, or you can associate each user or group with a range of column values.

Create the assignments between the users or groups and the column data values.

You can add the users or groups and the values to associate with them to a grid in the

Task Distribution

tab. Or, you can connect to an external database table that stores the lists of users, groups, and column values.

To add values to the grid, select one of the following options:

Add Data Value

. Enter a value, and select a user or group from the domain.

Add Data Value from Reference Table

. Import data values and user or group names from a reference table. Create the reference table with a column of user or group names and a column of data values.

Add Data Value from Local File

. Import data values and user or group names from a delimited file.

To add values from an external database table, browse to a database connection and select a database table. resource from the database.

Optionally, select a user or group to receive any record in the data source that does not satisfy the task distribution criteria that you specify.

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Table of Contents

Developer Workflow Guide

Developer Workflow Guide

Creating Task Instances by Data Value

Creating Task Instances by Data Value