› Workflow › Business processes › Design a basic process › Add an activity › Activity properties › Resource assignment › Assign resources manually

Assign resources manually

Allocating resources manually gives you the flexibility to assign efficient resources to activities of high importance to better balance the work.

  1. On the properties panel of the activity, click the Resource assignment tab.
  2. Select Allocate manually to allow this activity to be allocated manually to resources.

    The activity remains in an "Awaiting allocation" state until assigned to someone.

    The "Allocate manually" property is only available for all manual activities including manual capture activities.

  3. Select Resourcing for Type.
  4. To set the resources that are required to perform this activity, perform the following steps:
    1. Click Add for Resources.
    2. Select the resources. Resources can be static resources (group, individual, and/or roles), or dynamic resources (process and server variables of String and XML types).

      If the required variable is not available for resources, you can create a new variable directly from the activity properties panel. See Create a process variable while configuring activity properties.

    3. Click Done.
  5. Set the Security level of the resource required to complete the activity. (1 is the highest level of security and 10 is the lowest, default is 10.)

    Security levels control which resources can work on an activity. For example, an activity with a security level of 1 can only be completed by a resource whose security level is 1, or an activity with a security level of 3 can only be completed by resources whose security level is 3, 2, or 1. However, an activity with a security level of 10 can be completed by any resource.

    This property is only available for ordinary activities.

  6. Set the Skill level of the resource required to complete the activity. (1 is the highest skill level and 10 is the lowest.)

    Skill level ensures only the resource with the required skill level is allowed to perform the activity. For more information, see Advanced properties of a resource.

  7. Click Save.
    You can save a process without assigning a resource to a manual activity and assign the resource to this activity at runtime.

How to: