Performers

The Attributes/Performers menu allows you to specify which person is responsible for the selected task.

The performers menu only applies to the Task shapes.

This will open a window where you will be able to define the performers new performer.

There are three types of performers:

User

A specified user is chosen from the existing users or an email address is typed.

Group

A group is selected from the system defined groups.

Expression

A FEEL literal expression that resolves to one or a collection of email addresses.

Send Notificaton

The Send Notificaton option allows to configure the automation behavior of this task when it becomes available:

Never

Selecting Never will not send a notification to the performers to notify them that the task is available to be performed.

Always

Selecting Always will send a notification to all performers to notify them that the task is available to be performed.

Only if the performer of the previous activity can’t perform this activity

Selecting Only if the performer of the previous activity can’t perform this activity will send a notification to all performers to notify them that the task is available to be performed only if the user that performed the previous task is not part of the performers of this task.

Email Notification Channel

A notification is sent to all performers through email. Note that the email channel needs to have been configured by an administrator in the administration application if the suite is not hosted by Trisotech.

Email Template

A default template can be used for the email but it can also be customized for this task.

When using a custom template, it allows to enter FEEL expressions using the {;} icon. These FEEL expressions have access to the case context (can use case file item values) but also additional variables:

Variable Name	Description
processName	case name that task belongs to
nodeName	task name
user	first and last name of the person being notified
formUrl	form url to access this task

Variable Name

Description

processName

case name that task belongs to

nodeName

task name

user

first and last name of the person being notified

formUrl

form url to access this task

Microsoft Teams Notification Channel

A notification is sent through a Microsoft Teams channel. Note that the Microsoft Teams notification channel needs to have been configured by an administrator in the administration application.

The linked team channel needs to be configured with the same performers as the task. Otherwise, the action will not be visible to all performers and could be seen by performers that should not have access.

Microsoft Teams channel configuration

A Microsoft Teams channel needs to be configured to receive the tasks notifications. To do that, an Incoming Webhook will need to be created for the target channel.

The https://learn.microsoft.com/en-us/microsoftteams/platform/webhooks-and-connectors/how-to/add-incoming-webhook?tabs=urljsonpayload%2Cdotnet:"Microsoft documentation" can guide you through all the details but this is a simplified step by step:

Right-click on the Microsoft Teams channel and select Connectors.
Find Incoming Webhook (it it is not in the available connectors, your Teams administrator will need to enable it) and click configure.
Name your connector with a name of your liking and optionally create an icon.
You will get the webhook URL required for the configuration.

The webhook URL is considered sensitive and should not be shared publicly in clear text.

With the webhook URL, you can now create your channel by selecting _New channel_ from the Channel drop-down list.

Microsoft Teams Template

A default template can be used for the notification but it can also be customized for this task.

Variable Name	Description
processName	case name that task belongs to
nodeName	task name
formUrl	form url to access this task