Task Reassignment - restricting users to select from?

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6 comments

  • Hi Gwen,

    You can deactivate reassigning the task in permissions and allow users to do that pnly inside the form. By the way, inside user list you can also filter to groups, which is better for maintenance (no need to publish app by changes).

    Regards,
    Alexey

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    Gwen Wilson

    Thanks, but how would you do reassignment from a form? Maybe my process isn't structured properly. Here's what I have.

    Form 1 - User creates request 

    Form 2 - Manager assigns 5-12 tasks (I do use filtered drop down fields such that only applicable people can be chosen. i.e. A sales task only has the option of sales people. A service task only has the option of service people).

    Form 5-12 The various tasks for each assignee (these are actually separate forms)

    Form Final - once all tasks are completed, manager completes final sign off and process ends

    How can the manager go back and reassign a specific task from a form? Once he assigns everyone on Form 2, it's completed.

    Thanks!

     

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  • Hi Gwen,

    perhaps in forms 5-12 you could add the functionality "reassign the task" with dropdown of correct users, to which he could reassign the task. After submitting the form for example 5 there would be a condition - reassigned or not. If yes - go back to the form with another user asssigned.

    Regards,

    Alexey

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    Gwen Wilson

    That's a good idea, and would get me partly there. That would allow the existing assignee to reassign it to another team member (I'll see if the manager is ok with that). Or even let them send it back to the manager where he could reassign it. 

    The only things left out at that point would be:

    • if the manager wants to trigger the reassignment (with the above method the assignee has to initiate it)
    • if the assignee it no longer with the company.

    But at that point, they could contact me (IT) to handle the reassignment (if they aren't that frequent HaHa).

    Another thought I had, is there any way that I could build a separate form for the manager (like an admin form) where he could do reassignments? I guess it would have to be a separate process because it would have to be a start task (I would only want it triggered by a user, not the workflow. At that point, I don't see how I could connect the reassignment to the appropriate task in a separate process though.

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  • Hi Gwen,

    you could handle this with the Webservice https://documentation.agilepoint.com/11/developer/restmethodReassignWorkItem.html.

    You could query instances with other webservices, then get tasks, then set new assignee and then redirect the task.

     

    Regards,

    Alexey

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    Gwen Wilson

    Thanks! I'll see what I can do with that. It looks a little complicated (I'm brand new to AgilePoint, this is my first process :) ... maybe I'll look into that for Phase 2 LOL.  

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