Alternate Actors

An actor is a user who is responsible for acting on a task or an activity. You can assign alternate actors to a workflow who will have rights to approve or reject an activity in the absence of the original actor.

You can configure an alternate actor in one of the following three different ways:

• Inbox

• Enterprise Console menu

• Process Designer

While configuring an alternate actor in Inbox or Enterprise Console menu, the Add Alternate Actor dialog box does not contain the Activities field. While configuring an alternate actor in Inbox, the logged in user is considered as the actor.

Steps to set an Alternate Actor in the Process Designer:

1. In the Process Designer window, point to Settings, and then click Alternate Actors.

   The Alternate Actors dialog box appears. 

   This window lists all the alternate actors that are added.

2. Click Add New Actor to add new alternate actors.

   The Add Alternate Actor dialog box appears.

   

3. Enter the required inputs for each work item field:

   1. Workflow: Specify the workflow for which the alternate actors are being added.

   2. Activities: Specify the activity for which the alternate actors are being added. The field will be displayed to the actor with this label name in the Work items list.

   3. Type: Specify the type of activity transfer from the original actor to the alternate actor.

      • Delegate: Delegate the task to the alternate actor.

      • Assign: Shift the task assignment to the alternate actor.

        Only one type of setting (Delegate or Assign) is allowed for an Actor, Alternate Actor, and Workflow combination.

        In an upgraded environment where Delegate and Assign is already set for an actor, Delegate takes precedence over Assign. .

   4. Search: Specify the actor and the alternate actor. 

      1. Click the User Lookup button to select the Actor or the Alternate Actor.

         The User Lookup dialog box appears.

      2. Select the required users, and click Update.

         The same user cannot be set for both Actor and Alternate Actor.

         Click Existing Actors to view the list of all the existing alternate actors of the selected actor. The list of existing actors and the associated details get populated in the grid at the bottom section of the dialog box as shown in the following image:

         

   5. Select Date: Specify the period for which the alternate actor is being assigned to the original actor.

      3. From: Click the calendar to select the start date.

      4. To: Click the calendar to select the end date.

      5. Consider Only During Absence: Select to specify that the alternate actor is to be considered only during the absence of the original actor.

      Note that the From date cannot be older than the current date.

4. Click Save to add the new alternate actor.

   The Alternate Actors window opens showing the newly added alternate actor.

For more information about assigning Alternate Actors from the Work items list window, see Work items list Control. 

For more information about how to set an Actor to perform a human task, see Human Activities in the Developer Guide.

See Also: Alternate Actors topic in User Guide.