If this option is checked, when the activity is enabled for execution, the instance manager will be updated according to one of the following options:

Functional role

If this option is selected, the managers of the instance will be the users who play a determined functional role in the organization. To do that, enter the functional role in the respective field.

Team

If this option is selected, the managers of the instance will be the members of a determined team. To do so, enter the desired team in the respective field.

User

If this option is selected, the manager of the instance will be a specific user. To do that, enter the desired user in the respective field.

Position

If this option is selected, the managers of the instance will be the users who exercise a determined position in the organization. To do so, enter the desired position in the respective field.

Department

If this option is selected, the managers of the instance will be the users of a determined department in the organization. To do so, enter the desired department in the respective field.

In that case, it will also be possible to define whether the manager of the instance will be restricted to a functional role or a position. To do that, check the Restricted field and select one of the options.

Defined in the instance

If this option is selected, the instance manager will be defined during the execution of the instance in SoftExpert Workflow. In this case, the following options will be available: Process starter, Process starter leader, Executor, Specific activity executor, or Specific activity executor leader.

If this option is checked, when the activity is enabled for execution, the instance manager will be dynamically defined by the system according to one of the following options:

Execution matrix

The manager of the instance will be defined through an execution matrix.

An execution matrix associates an attribute and its values to a manager (user or functional role). This process enables an activity to be executed by a different executor for each instance, according to the value defined by the attribute. 

The activity/decision must be configured with the same attribute of the execution matrix that will be used in this field.

Attribute

The manager of the instance will be defined by the value entered in a determined attribute. Therefore, select the desired Attribute, regardless of whether it is an external attribute, a list of values, or any other attribute that requires the user to select/enter its value.

Then, in the Attribute contains field, state whether the information in the attribute will be the user's name, ID, or login. It is also possible to configure if the attribute value defines the manager or if the leader of the user entered in the attribute defines the manager.

In the execution of the activity, the value entered for the name, login, or ID of the user who will execute the activity must be exactly the same as in the user record in SoftExpert Administration.

Formula

If this option is selected, the manager of the instance will be defined through a formula selected in this field. Click on the button and enter the desired formula.

The CHANGEMANAGER function allows the manager to be: Functional role, User, Department, Department/Position, Team, Process starter, Process starter leader, Specific activity executor, Specific activity executor leader, Executor, and Attribute.

See below an example of a formula to define the instance manager (activity executor):

return CHANGEMANAGER('Executor';'';'')