Is there any way we can create various roles within a group?

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Is there any way we can create various roles within a group? Say like, a department consists of members who are assigned to various roles like Manager, Asst. Manager, Team Lead etc. Is there any way to configure roles ?

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  • Hello sudipdas,

    That’s an interesting question I have seen that kind of functionality in other BPM’s. Appian doesn’t have especifically that but Appian have something called group Attributes

    But before I would ask about your use case. Can you describe a little? You need to assign tasks to the user based on this? Or do you need to display information based on the groups? Do you need one person as manager one as Asst Management?
    To pick an option it would be needed to hear more from your requirement.

    So here are some options.
    1) if you just need 1 person or a group to be the director , manager and all the departments have the same structure then you might want to use the “group attributes” this attributes are defined in a “custom group type” and all the groups using that have the attribute, to read the value you need the function getgroupattribute.

    2) create all the groups for all the departments/ position combinations.
    To assign the people to the groups you can use the rule option. You can still use the groups to send emails and assign tasks normally

    3) create two sets of groups(1 for positions, 1 for departments)
    * manager, asstmanager, team lead which
    * one for each department

    And then you assign the people to each role based on the organization structure, at the end all the users should have 2 groups. Then you won’t be able to assign them directly to a task

    4)Assign the groups or subgroups using the DB so for example you can create the group managers and asst manager in the dB which you can query on the interface to show / display information.

    5) handle everything from the DB, this might be a big change even for your architecture o maybe not it depends how you are designing the solution.

    Or you can combine some of the solutions and/or keep the DB and groups synchronized.

    Hope this helps
    Jose
Reply
  • Hello sudipdas,

    That’s an interesting question I have seen that kind of functionality in other BPM’s. Appian doesn’t have especifically that but Appian have something called group Attributes

    But before I would ask about your use case. Can you describe a little? You need to assign tasks to the user based on this? Or do you need to display information based on the groups? Do you need one person as manager one as Asst Management?
    To pick an option it would be needed to hear more from your requirement.

    So here are some options.
    1) if you just need 1 person or a group to be the director , manager and all the departments have the same structure then you might want to use the “group attributes” this attributes are defined in a “custom group type” and all the groups using that have the attribute, to read the value you need the function getgroupattribute.

    2) create all the groups for all the departments/ position combinations.
    To assign the people to the groups you can use the rule option. You can still use the groups to send emails and assign tasks normally

    3) create two sets of groups(1 for positions, 1 for departments)
    * manager, asstmanager, team lead which
    * one for each department

    And then you assign the people to each role based on the organization structure, at the end all the users should have 2 groups. Then you won’t be able to assign them directly to a task

    4)Assign the groups or subgroups using the DB so for example you can create the group managers and asst manager in the dB which you can query on the interface to show / display information.

    5) handle everything from the DB, this might be a big change even for your architecture o maybe not it depends how you are designing the solution.

    Or you can combine some of the solutions and/or keep the DB and groups synchronized.

    Hope this helps
    Jose
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