Actor Filtering Questions

Hello,

I have a process built with two different pool. One pool is the requester and the second pool is the approver. However, the approver’s only approve requesters that are in their organization.

  • Requester is associated to Organization “A”

  • Approver A is assigned to Organization “A”

  • Approver B is assigned to Organization “B”

I want the initial task for Requester to go to Approver A. I’ve been reading thru the actor filtering documentation, but getting a little lost. Do I need create a process variable for the requester Organization? Then, get the approvers userID look for the same Organization if matched then assign task.

Would this be correct option?

Thanks

1 Like

Hi,
I’m a bit confused with what you call an Organization.
In BonitaBPM an Organization is the description of the user,group roles and memberships.
By example, walter.bates is a user with a membership member of /acme/hr, where member is a role and /acme/hr is group in your organization.

In your case Approver and Requester are actors. When installing a process you have to provide an actor mapping that resolve your process actors for the current organization. There is only one organization deploy on a tenant.

To achieve what you want, if I replace what you called Organization “A” and “B” with groups.
You can create a specific approver roles in your organization.
Then create a membership where userA is an approver of groupA and userB is an approverofgroupB`.
Then you can create a User Filter that resolve the approver from the the group name of the requester.
Note that if you want to use separate processes (pool) you’ll need to use a message send the requester group name to be able to pass it to your user filter.

Do you really need to go through multiple process here ? If not, create 2 actors in one pool and use a lane per actor. With the same id as before retrieve the process initiator group name to resolve the approver candidates.

HTH
Have fun with Bonita

Romain

Let me explain a little further,

My above question was referencing a functional organization not based on bonita verbiage. I have one pool with two lanes of approver and requester. I have a group of requester and manager but each manager belongs to a sub group. I want to create a custom attribute called sub-group. I do not want to use roles because of the future LDAP issues I will run into. userA is a memberOf (role) Manager (group) which belongs to sub-group “X”. The user A’s initial request goes to the manager associated to sub group X. I thought actor filter would be the best solution, but looking for other suggestions.
Thank you

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