Responsibilities (Swimlanes)
Responsibilities are used to assign their steps to some person, group, etc. Also they indicate steps assignment visually in Process Builder.
- Dragging "Responsibility" (1) from element panel to canvas:
- Adding Responsibility by typing name (2) in steps tree:
A new Responsibility is added to the bottom:
In case you need to delete Responsibility, click on "X" button (3) or context menu item of the Responsibility header (4, see below):
Open context menu item of the Responsibility header and select where to move Responsibility (5):
Whatever elements were in that Responsibility will stay with, for example:
Steps can be moved from one Responsibility to another by simple dragging with mouse. To move more than one step at a time select them (outline with mouse) first:
Click on the Responsibility header (6) to show it's properties:
- Name (7) - edit it if necessary
- System (8) - allows to make all Responsibility steps automatic
- Assign Type (9) - set assignee(s) to all Responsibility steps
- Description (10) - populate for your assistance (optionally)
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