Assign Role to participant in a group

Question

have a group sales department
that has roles sales
sales has 3 participant
How can I assign intances to all 3 people using group.
Please advice

Answer 1

Hi,
I uploaded a project that has three processes in it that might help you http://www.4shared.com/file/116789115/542a1afd/AssignWorkToSales.html
All three use the Group "Sales Department" and the role "Sales" (the role is in the Group).
1) The process in the project named "Sales Process One" shows the default behavior. When an instance is created in this process it flows to the Interactive activity "1. All Sales People See This" in the Sales role. The instance is not assigned to any of the sales people and can be performed by any of them. The first one to perform the task completes it and the work item instance disappears from all of the sales people's queues.
To run this,
a) log into the Workspace as "mike" (the manager)
b) click the Global Creation activity called "1. Create Order Seen by all Sales People"
c) log into the Workspace as any of the sales people ("sally", "sam" or "samantha")
d) note that in the Particpant column, the work item instance is Unassigned. This means that any participant in the Sales Department Group (or Sales role) can click the "Send" link beside the instance. Once this occurs, the instance disappears from the inboxes of all the people assigned to the Sales Department Group
2) The process in the project named "Sales Process Two" shows a technique to assign the work to each individual participant. When an instance is created in this process it flows to the Multiple activity named "Assign to Specific Sales People". Double click this activity to see how to assign copies of the instance to every participant in Sales Department Group. In this case there are 3 sales people so 3 copies are created and travel to the Interactive activity "2. Only Assigned Sales Person Sees This" in the Sales role.
To run this,
a) log into the Workspace as "mike" (the manager)
b) click the Global Creation activity called "2. Create Order Seen by all Sales People"
c) log into the Workspace as any of the sales people ("sally")
d) note that in the Particpant column, the work item instance is assigned to "Sally". This means that only Sally can click the "Send" link beside the instance. Once this occurs, although the instance disappears from her inbox, the inboxes of the other people in the Sales Department Group still have work item instances assigned specifically to each of them in their inboxes.
e) for this work item instance to successfully reach the End activity of the process, each of the Sales Department participants will need to complete this work item as well.
3) The process in the project named "Sales Process Three" shows a technique to evenly distribute work item instances to a specific participant in a round robin fashion. When an instance is created in this process it flows to an automatic activity that gets the next participant to assign the work item instance to using the method in the Catalog Ulitliy.RoundRobin.getNextParticipant(). Open this method to see how to assign the instance to a specific participant in Sales Department Group using round robin distribution. In this case there are 3 sales people so the first instance goes to "Sam". When another instance is created the second instance goes to "Samantha". When the third instance is created it is assigned to "Sally". When the 4th instance is created to loop starts over again with "Sam"
To run this,
a) log into the Workspace as "mike" (the manager)
b) click the Global Creation activity called "3. Create Order Assigned to Sales People (Round Robin)". Click this two more times
c) log into the Workspace as any of the sales people ("sally")
d) note that in the Particpant column, the work item instance in the activity "3. Work Assigned to Sales Person (Round Robin)" is assigned to "Sally". This means that only Sally can click the "Send" link beside the instance.
e) Once Sally completes the instance, it goes to the End activity.
Hope this helps,
Dan