The business is wanting a process/forms built in a way in which I need some guidance. I know how to do one or the other, but not how/if they can be meshed together.
1) They want action item tasks assigned to task owners. The task owners have a simple form to complete. The tasks show in their task dashboard, and they get reminder emails.
2) They want others to be able to update the task data through an all inclusive form.
Here's the scenario:
The all inclusive form will have multiple sections where any person can update the data in any aspect, including data for the action item tasks. One of those sections is a screen where I will have tasks that they can assign. When a new task is created and assigned and submitted, the workflow goes to the standard task, assigning the applicable person (then that assignee gets an email, and they can complete the task at some point. The task shows in their dashboard, and they will get reminder emails. That's all good.
However, a user can go back to the all inclusive form and update data pertaining to a given task. So like if a supervisor wants, they can go to the all inclusive form and change the tasks for his people to a status of complete or add notes, change the due date etc. For example, to clean up where his people have forgotten to close a task, or even to update information about the task.
A) if he changes information on the task, how will that update to the actual task form so the new info shows when the task assignee goes in to the task form? I push data (all through the process) to a SQL database. Is there a way to refresh the data to AgilePoint (from the SQL database) so that when the user opens the task, it's refreshed data?
B) If the supervisor changes the task status to complete (just a field on the form) and wants the task itself terminated, how can I do this? Otherwise, the actual task activity is still there and the user will continue to get reminder emails, it will show in his task list, etc.
Is there a better way to do this? For instance, could I just have the all inclusive form (no assigned task forms in workflow), but be able to trigger emails to the "assignees"... so mimic a true task. I know it wouldn't show in their dashboard, but if I can get emails triggered, that would be the big accomplishment.
Thanks for any help!
Please sign in to leave a comment.