Human Settings

About Human Settings

In the Properties screen for a Human element, you will see a General Attributes tab and a Routing Conditions tab. See the Routing Conditions section for details on configuring the routing conditions.

The General Attributes for a Human Model Element are shown below:

Properties panel displaying attributes for Activity 2, including name, role, and index.

Field	Description
Name	Enter the name of the activity
Role	Select the role of the user who will perform this activity. Only a user who fulfills the role requirement will be able to complete the activity. See the Workflow Roles section for more information.
Index	The Index determines the order of activities in the Assignments tab for each folder

Routing Conditions

The Human Model Elements uses Routing Conditions to determine the element’s operation. Follow the steps below to determine Routing Conditions.

The sample screen below shows the two properties required to create a Routing Condition:

Initiate When: Choose the conditions required to initiate the activity
When Completed: Select how the workflow will respond when this activity is completed

Routing conditions for activity properties, detailing initiation and completion criteria.

The options available under each menu are described below:

Menu	Options
Initiate When	All incoming activities are completed The number of completed incoming activities is equal to a given number out of the total number of incoming activities.
When Completed	Invoke all out-going activities Performer will select the next activity Invoke automatically the next activity based on the formula: (see Routing Condition Formulas for more information) Invoke automatically the next activity based on the event: (see Routing Condition Events for more information)

Routing Condition Formulas

When determining Routing Conditions for an element, if you select to Invoke automatically the next activity based on the formula, this is known as an approval or clearance since the next step is determined based on a formula. Clearance/Approvals are specific actions that needs to be recorded when completing an activity.

For example, if Approved, go to step Submit, if Disapproved go to step Rewrite, as shown below:

Flowchart illustrating the process from writing a paper to submission and approval.

When you access the Routing Conditions for the Approval element, and select to Invoke automatically the next activity based on a formula, you will see the following choices for the next activity.

Approval properties showing routing conditions and elements for automated activity invocation.

To enter the formula, select an element and click edit icon. This opens the Formula Editor.

Formula editor interface showing variable and value input fields with action buttons.

Use the Variable and Value fields to determine a condition and click Add to add it to the formula, using the Add OR and Add AND buttons to add complexity to the formula. AND requires both conditions to be true, OR only needs one of the conditions to be true. Click Save changes to save the formula.

Approval properties showing routing conditions for activities and their completion status.

After saving, the formula or choice option appears next to the corresponding activity choice. In eCASE, this requires the user to add an approval and select from the clearance options. In the example above, the end user selects either 0 for Approved or 1 for Disapproved, but these options can be configured for whatever terminology best fits your organization’s process.

Routing Condition Events

When determining Routing Conditions for an element, if you select to Invoke automatically the next activity based on the event, this moves the workflow forward automatically based on items (ex: buttons) clicked on the form.

Case Actions are used to determine what can trigger these events. Case Actions are created under Case Type Settings > Case Actions and populated under the Event list.

Routing condition settings for Activity 2, detailing initiation and completion criteria.

To edit this event, select the element and click Edit. This opens a pop-up to Select Event and then Save Changes.

Dropdown menu for selecting an event with options and save changes button.