Descriptions of the [Basic Attributes] Page

The [Basic Attributes] page displays attributes as set in the [Basic Attributes] page of the [User Activity Definition] window.

The following explains each item in the [Basic Attributes] page.

Item Description
[Activity ID] Displays the activity ID.
[Activity Name] Displays the activity name.
[Activity URL] Displays the URL for the activity.
[Description] Displays a description of the activity.
[Reference] Displays the URL of the reference resource.
[Priority] radio buttons Select the priority.
[Assignees] Set the assignees.
A workprocess responsible can specify assignees from a user, a group or a role in the workflow definition displayed in the upper frame. Clicking the [Add] button adds a user, a group or a role selected in the upper frame to the lower frame. Clicking the [Expand and Add] button expands and adds a group or a role selected in the upper frame to the lower frame.
A workprocess responsible or an activity responsible can specify the group, or role selected in the lower frame as the performer by clicking [↓] button.
The performer of the activity can be selected from the assignees if assignees were defined when the definition was created. When no assignees were set at definition creation, the performer can be selected from the Address Book later when the activity is performed.
If no assignee was set when the Workflow definition was created, specify the assignees by any of the following procedures.
  • Select the users to be the assignees in the [Address Book] window displayed by clicking the [Address Book] button.

    For details on how to select users ➯ <Address Book Help>

  • In the [Participant List] window displayed by clicking the [Participant List] button, mark the checkboxes of the users to be specified as the assignees and click the [Add to Assignees] button.
    The [Participant List] window is the function to be used for setting the assignees at definition creation and does not appear when you select the performer at performance of the activity.
    Clicking the [Expand and Add] button lists in a new window the users included in the selected group or role. Selecting a user and clicking the [Add] button adds the selected user to the lower frame.
  • For collaboration activities, the "leader" or "member" of the task place can be specified as the assignees. In the [Select Task] window displayed by clicking the [Select Task] button after clicking the [Leader]/[Member] radio button, select the radio button of the target task place and click the [Add] button.
[Responsibles] If no assignee was set when creating the Workflow definition, specify the responsibles by any of the following procedures.
  • Select the users to be the responsibles in the [Address Book] window displayed by clicking the [Address Book] button.

    For details on how to select users ➯ <Address Book Help>

  • In the [Participant List] window displayed by clicking the [Participant List] button, mark the checkboxes of the users to be specified as the responsibles and click the [Add to Responsibles] button.
    The [Participant List] window is the function to be used for setting the assignees at definition creation and does not appear when you select the performer at performance of the activity.
    Clicking the [Expand and Add] button lists in a new window the users included in the selected group or role. Selecting a user and clicking the [Add] button adds the selected user to the lower frame.
  • For collaboration activities, the task place leader acting as Assignee is specified as the Responsible.
[Status] Displays the activity status.
[Period] Displays the period from the start to the end of the activity.
[Date Started] Displays the start date of the activity.
[Performed Date] Displays the date the activity was performed.
[Close Date] Displays the close date of the activity.
[Planned Close Date] Displays the planned close date of the activity.
[Apply] button Clicking saves the current settings.

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