The
action allows you to see what resource assignments you have, and also make requests for additional resource assignments.The Resource Administrator and Resource Manager have the ability to view resource assignments for other users, as described below:
When nothing is selected in the
control, the resource assignment list shows the current user’s resource assignments. These resource assignments include those for which he is either recipient or addressee, as well as resources for which the recipient or addressee is a group, container, or role to which the current user belongs. The user can do anything with his own resource assignments, since no rights are required to work with one’s own resources.When a user is selected in the
control, the list shows resources assignments that have the selected user as recipient.When a group is selected, the list shows resource assignments assigned indirectly to the selected group through role assignments.
When a role is selected, the
section displays a message indicating that resources that are granted through role assignments are not shown. To see the resource assignments for a role, you need to look at the tab.When a container is chosen, the list shows resource assignments assigned indirectly to the selected container through role assignments.
A Team Manager for the Resource domain has the ability to manage resources for team members. Before selecting a team member, the Team Manager must select a team.
When a Team Manager is in manage mode, the
list includes only resource assignments associated with the domain specified for the selected team configuration.Proxy Mode The
action is not available in proxy mode.To see the resource assignments for yourself, or for a user, group, or container selected in the
control:Click
in the group of actions on the Work Dashboard.The list of resources is displayed. If you are not in managed mode, the resource assignments shown are those for which you are the recipient. If you are in managed mode, the resource assignments shown are those for which the selected user, group, or container is the recipient. For groups and containers, the resources listed are those resources assigned indirectly to the selected group or container through role assignments. The list of resource assignments for a group or container does not contain resources assigned directly to a user within the selected group or container.
NOTE:Resources can only be assigned directly to a user. However, a role that contains a resource can be assigned to a group or container, in which case the resource will be assigned indirectly to all users within the group or container. The
list on the dashboard shows direct assignments for users, as well as indirect assignments for groups and containers.Click the Display Filter button in the upper right corner of the
display.Specify a filter string for the initial request description, resource name, description, or parameters associated with the resource assignment.
Click
to apply your selection criteria.To remove the current filter, click
.Click on the
dropdown list and select the number of rows you want to be displayed on each page:To scroll to another page in the resource assignment list, click on the Next, Previous, First or Last button at the bottom of the list:
To sort the resource assignment list:
Click the header for the column you want to sort on.
The pyramid-shaped sort indicator shows you which column is the new primary sort column. When the sort is ascending, the sort indicator is shown in its normal, upright position.
When the sort is descending, the sort indicator is upside down.
The initial sort column is determined by the RBPM Configuration Administrator.
If you override the initial sort column, your sort column is added to the list of required columns. Required columns are indicated with an asterisk (*).
When you modify the sort order for the resource assignment list, your preference is saved in the Identity Vault along with your other user preferences.
To make a resource assignment request:
Click the
button at the top of the Resource Assignments section of the page.The Work Dashboard displays the
dialog, which allows you to specify which resource you want to request:Type text that describes the assignment in the
field.Click the Object Selector to search for a resource to assign.
In the Object Selector, enter a search string and click Search.
Select the resource you want.
The Add Resource dialog now shows the selected resource, as well as any other fields defined in the resource request form:
If the resource requires an entitlement parameter value, you need to use the Object Selector to select the value you want to use for this resource assignment, as shown below:
Select the parameter you want to use, and click
.If there are additional custom fields on the form, fill these out as well.
Click
to make your resource request.To refresh the resource assignment list:
Click
.To remove a resource assignment:
Select a previously defined resource assignment, and click
:The
section of the dashboard allows you to select and deselect columns, and also reorder columns within the task list display. The column selection and order are controlled by settings within the Customize Resource Assignment Display dialog. When you modify the column list or reorder the columns, your customizations are saved in the Identity Vault along with your other user preferences.To customize the display of columns:
Click
in the Resource Assignments section of the dashboard:The User Application displays the list of columns currently selected for the display, and a list of additional columns that are available for selection.
To include an additional column in the display, select the column in the
list box, and drag it to the list box.To select multiple columns in the list, hold down the Ctrl key and select the columns. To select a range of columns that appear together in the list, hold down the Shift key and select the columns.
You can reorder the columns in the display by moving them up or down in the
list box.To remove a column from the display, select the column in the
list box, and drag it to the list box.The
column is a mandatory column and cannot be removed from the task list display.To save your changes, click
.