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    Developer Guide

      1. Todo Validation
    1. Release Your User Login
    1. Markdown Template
      1. Backloop
      2. JavaScript Inclusion
      3. Task Reminder Email
      4. Variable Mapping
      5. SubProcess
      6. PDF
    2. Trigger
      1. Lock
      2. Dynamic Variable
      3. List 1000+ Objects
      4. JSONObject Creation
      5. JSONArray Conversion
      6. Number Currency Format
      7. Error Handling
      8. JSONObject Concatenation
      9. Freemarker Container Test
      10. Number Test
      11. Loop
      12. File Visibility
      13. List Hash Sequence
      14. Special Freemarker Characters
      15. Array To List
      16. Salesforce Computation
      17. Metadata
      18. JSONObject Keys Values
    1. Delegation
    2. Access Rights
    3. Dynamic Lanes
    4. Runtime Lanes
    5. Scripted Lanes
    6. Compound Organization Hierarchy
      1. Array From WS
      2. Column Inactivation
      3. Holidays
      4. List Reinitialization
      5. ArrayJSON to JSONArray
      6. Print JSONObject
      7. Invalid Fields
      8. Number Currency Format
      9. Google Tables
      10. Initialization Widget Date
      11. Date
      12. JQuery
      13. Round
      14. Inject JSONObject
      15. Label Modification
      16. Launch Process JQuery
      1. CSS Personalization
      2. CSS Examples
      1. Tags
      2. Retrieving Variables Values
      3. Dialog Window
      4. Autocomplete Widget
      5. JavaScript Report
      6. User Lane Picker
        1. Chart Dashboard Collection
        2. Chart Dashboard
        3. Report Chart
        4. Google Visualization
      7. Collection
      8. Dynamic List
      9. Summing Array
      10. API Listener
      11. File Preview
    1. Performance
      1. Custom Login Page
      2. Redirection ExecutionMode
      3. Mobile Devices
        1. homepage.js
        2. homepage.css
      4. Logout
      5. Header
      6. Menu Bar
      7. Information Tags
      8. Basket
    1. Mobile
    2. Offline
        1. Collections
          1. Process General Tab
            1. Process Step Output Variables
              1. Process Task Email Tab
              2. Process Task SubProcess Tab
              3. Process Task Functional Tab
              4. Process Task Connector Tab
              5. Process Task Manual Tab
              6. Process Task Loop Tab
              7. Process Task Script Tab
            2. Process Step Input Variables
            3. Gate
            4. Process Step Testing Variables
              1. Process Intermediary Event
              2. Process Timer Event
              3. Process Start Event
          2. Process Variables Tab
          3. Process Measures Tab
          4. Process Design
          5. Process Input Tab
          1. Organization
          2. Roles entities
          1. Project Collection Tab
          2. Project Definition Tab
          3. Version
          4. Project Versioned Files Tab
          5. Project Files Tab
          6. Project Description Tab
          7. Project Version Tab
          8. Project Rights Tab
          1. Connectors
          2. Providers
          3. Processes
          1. Composite API Configuration Tab
          2. Composite API Design Tab
        2. Custom Lists
        3. Revision
            1. Image Widget
            2. Spinner Widget
            3. FileUpload Widget
            4. Section Widget
            5. Multi Checkbox Widget
            6. URLInput Widget
            7. RadioButton Widget
            8. Array Widget
            9. Captcha Widget
            10. Checkbox Widget
            11. Report Widget
            12. Geolocation Widget
            13. Button Widget
            14. Custom Widget
            15. TextInput Widget
            16. Tree Widget
            17. List Widget
            18. StaticText Widget
            19. HTML Editor Widget
            20. JavaScript Widget
            21. Tab Widget
            22. HTML Widget
            23. ProgressBar Widget
            24. History Widget
          1. Web Interface Stylesheet Tab
          2. Web Interface Design Tab
          3. Web Interface Analytics Tab
          4. Web Interface Collection Tab
          5. Web Interface API Tab
          6. Web Interface Implementation Tab
          7. Web Interface JS Tab
        1. Scheduled Process
        2. Messages
        1. Configuration
        2. Users
        3. Usage
        1. Connectors
        2. Process Examples
      1. Customer Management
          1. Measuring
          2. Parameters
          3. Execution Path
          4. Runtime Users
        1. Web Interface Reports
        1. Files
        2. Home
        3. My Applications
      1. Collections To Array
      2. Collections BackOffice
      3. Collection JS Freemarker
      4. Collections To List
      1. Composite API Example
      1. Process Reporting API


    This page allows you to create, view, edit or delete both roles and entities. This page can be found by navigating from the Toolbox, to Organization and choosing the Roles / Entities tab.

    1 Creating new roles and entities

    Click the relevant button at the top of the page to add a role or an entity to an existing organization. You will be required to choose the organization that the new role or entity belongs to before entering the details (outlined in Section 4).

    2 Viewing existing roles or entities

    Summary details for all exiting roles and entities are displayed in a table. The details shown are:

    Name Description
    Path The organisation that the role / entity belongs to
    Type Role or Entity
    Id The unique identifier
    Name The name given to the role / entity
    Everybody? This is checked if this role / entity is an everybody one
    Script If the role is a scripted one (membership determined by a script), this will show the current script.

    Click the filter icon on the grid headers to search for a particular role or an entity by its path, name, script or everybody configuration.

    3 Editing existing roles or entities

    To change the details of a role or entity click on the pencil icon next to the relevant role / entity in the table. A pop up window will appear from where you can edit the details (outlined in Section 4).

    4 Role and Entity Information

    The page for creating and editing a role or entity is divided into two sections - Implementation and Users. When creating a new role or entity you will be required to choose the organisation it belongs to before entering the details.

    4.1 Implementation

    In this section you can manage the following role /entity information:

    Name Description
    Name The name of the role/entity. This field is mandatory.
    ID The unique ID of the role/entity. The ID is generated and cannot be modified.
    Description A short description of the role/entity.
    Parent The parent that the new role/entity belongs to. It cannot be modified. The number of descendants is limited to 3.
    Share Static, Scripted & Everybody roles can be shared so that they are available in Easy Builder as lanes to assign tasks to.
    Allow everybody Check this box if you want to add all users created on your account to this role/entity. If this box is checked, you will not be able to add a user in the Users section since all users will belong to this role/entity.
    Dynamic role This box should be checked if you want to define a role as a group of possible roles. The final role will be defined dynamically within a manual task of a process, in the field "Assign to lane". N.B. Once a role has been defined as dynamic, you can no longer modify it. This field is only visible if you have created a role and not an entity.
    Runtime role Check this box if you want to define the users of the role during runtime. N.B. If this box is checked, you won't be able to add a user in the Users section since membership is defined at runtime. This field is only visible if you have created a role and not an entity.
    Role script Add a formula to auto-populate the membership based on Users' Metadata, preferences or lane membership. A role or an entity that has a script is considered a scripted lane. Once you have created your script it can be checked, the result will tell you how many users meet the criteria (and so will be members of the lane) and how long the query took. To find out more about writing scripts click here. You won't be able to add a user in the Users section if you have configured a script role.

    info_7 N.B. Roles and Lanes are essentially the same thing. Role is generally used in a User context while Lane is used in a Process context i.e. a Role becomes a Lane in a process context.

    4.2 Users

    This section allows you to manage which users are assigned to the current role. There are two sections - Authorized Users and Acceptance Users.

    The Authorized Users section lists the users that currently belong to the role in LIVE mode. Membership is determined by the type of role. If it is a 'scripted' one then membership is determined by the script, if it is an 'everybody' role then all users will be members, if it is a 'runtime' role then no users will be shown as this is determined per process instance. Please note that you can only edit the user list for 'standard' roles.

    The Acceptance Users section lists the users that currently belong to the role in ACCEPTANCE mode. For ACCEPTANCE mode, you can edit the list of users for standard, everybody and dynamic roles.

    info_8 Once a lane/entity is used within a project only users with access rights designer or supervisor can modify it.