Is it mandatory to assign a task to responsible agents?

Hello Gurus,
Iam new to workflow and i have few questions . Iam implementing CATS on ECC6.0 and in the data entry profile i have given the task ID TS31000007,Now i want to assign this task to an agent,
1. Is it sufficient to assign possible agents to the task through PFTC so that all possible agents can execute the workitem.
2. Or is it mandatory to assign the task to responsible agents <b>also</b> through a rule.
3. If i make the task as a general task can the perosn who entered working time can also approve it .
Sriram

Hello Raja
My scenario is as follows
In CATS data entry profile i made the following settings
With approval procedure
Using business workflow
Auto determination of a recipient
Task ID : TS31000007 - approval by a chief (supervisor)
Now i make the task as general task ( possible agents).
I <b>dont</b> define a rule for the task in the defaults tab .
Now does the workitem go to all users?
and if i maintain agent assignment to a task through PFTC ( for example i assign the task to a user) and dont define the rule .
Does the work item goto that particular user only?
Sriram

Similar Messages

How to assign a task to Reuestor in OIM 11g

How to assign a task to a requestor (who has raised a request for other user).
I created a Task assignment adapter and mapped variable in Process definition as
Map To: Request Info
Qualifier: Requester User Login
Still it returns null and default task is assigning to System adminstrator. I am pasting the Task Assignment code here. User key value coming as Null.
Do you have any idea what is the exact mapping required in Process definition.?? Pls note: I am using OIM version 11.1.1.5.0
public class TaskAssignmentToUserAdapter {
     Logger logger = Logger.getLogger("COM.IDM.PROV.COMMON.ADAPTERS");
     public String getTargetType(String targetType){
          return targetType;
     public String assignTaskToUser(String userKey,tcDataProvider dataProvider ){
          System.out.println("The user key value:" +userKey);
          return userKey;
     }

Not sure what sample code I can give you, but you need to do a query in your adapter like:
select REQUEST_KEY from OIU where ORC_KEY='?'
Here ORC_KEY should be mapped to the process instance key.
Once you have the Request key, you can use RequestServcie APIs to get the requester information. http://docs.oracle.com/cd/E14571_01/apirefs.1111/e17334/oracle/iam/request/api/RequestService.html#getBasicRequestData_java_lang_String_
Or if you don't care then get the requester key from the request table. Thus you can have the final query as:
select USR_LOGIN from USR where USR_KEY=(select REQUESTER_KEY from REQUEST where REQUEST_KEY = (select REQUEST_KEY from OIU where ORC_KEY='?'))
HTH,
BB

HOW CAN WE ASSIGN THREE TASK LIST TO THREE DIFF PRODUCTION ORDER

Respected All
we have one material which is used for three places FIRST IN MILL1, 2ND IN MILL2 AND THIRD IN TRIMMER MILL.
the only thing which differentiate this single material is the production order. we have 3 different production order but one single material. for this we have created 3task list. my problem is when we create batch and confirm it through co15, the lot reflects in QA32. but is not allowing for USAGE DECESION. For that we have to go to QA02, assign the task list and then again go to QA32 and do the usage decesion. is there any method by which we can assign three task list to three production orders so that qa02 step could be avoid.
pls reply
thanks
abhay

sir
thank you for the reply could you please tell me in which transaction we find this user exit.
thanks
abhay

Assigning human task to a user not exist in the ldap - actionable task by email address

Hello experts,
we have a requirement to assign a task to an external user (not exist in the ldap) to perform some action by allowing the system to send an actionable email.
Internal user will capture the external-user name & emailaddress in the task form. System should use this information and assign the task to the user by sending an actionable email. Our requirement is, these external users should not have access to bpm workspace, so we can not store the user information within the system.
Currently I have tried assign the task to an internal user (users configured in weblogic) and system sends out an actionable email and able to set the outcome of the task by replying to the email.
How can the same be achieved, without the user being in our system? Is it possible? I am OK to create a temporary user before assigning the task, but will be there be any impact if I delete the user after the task has been completed?

AnilB,
Assigning a task to a user that is not in the directory will likely result in the BPM flow going into suspended state. To avoid this, assign the task to a pre-created group, you should not get an error even if the group is empty. You can then add and remove the users to that group to control access to the task.
Phil

Assigning a task based on an approval workflow

Hello,
Is there a way to create a workflow that includes the following steps without coding:
1. A user submits an IT service request.
2. The request is approved by a Supervisor.
3. The IT Manager assigns the request to a technician.
4. The technician completes the request and attaches the appropriate documentation to the request.
5. The IT Manager sends the completed work to the user.
Thanks in advance.

Hi Amatullah,
The following extention for the Workflow Activities available in SharePoint Designer will allow you to create one or more workfows that satisfy your requirements:
http://spdactivities.codeplex.com/
The worklfow would be configured to start when a new item is added to the list / library, which would assign an approval task (or collect approval status) from the approver (Supervisor).
After the manager assigns the request to a technician and the technician completes the request, the manager may want to confirm/close the request. this would allow the worklfow to continue and/or respond by sending the completed work to the user.
You can either "Collect data from a user" to obtain the "User" to assign the request, have the workflow "Wait for a field change" to obtain the assign to user, as well as other alternatives to get the Assign To details for each
step of the process. A separate field for each would probably be more suitable than re-assigning the task using the same "Assigned To" field each time, as the details each participant will be captured (not an issue if using the "Collect
data from a user" action, as the Assigned To information will be available in the task item created by the workflow).
The custom activities above allow you to do the following, which may assist with your solution:
Specify the sender of an email
Attach list items as email attachments
Without the custom activities, you could develop a similar solution, but you won't be able to attach list items (include links instead), or specify the sender. The approval and request delegation process can be achieved using OOB Workflow Activities
available in SharePoint Designer.
Learn SharePoint 2010
SharePoint Development
SharePoint Tutorials (Blog)

BPM 11.1.1.5 Dynamic assignment of task to user

Hi,
I'm working with BPM 11.1.1.5 (without feature pack). I have a requirement to assign a task to a user dynamically, based on data that I pull from a DB query. If the task expires, I will assign it to another user once again based on a DB query.
I have not been able to find a way to do this. I have tried creating the Participant List "By Expression", where the expression is: /task:task/task:systemAttributes/task:assignees/task:id, where I have previously assigned a LDAP user id to a TaskExecutionData input variable. This does not work!
I've read a number of forum posts where people are trying to do this, but they are either not answered or answered inadequately.
I've read a number of posts where people talk about doing this using bpws:getVariableData() where the dynamic user list is stored in a variable. This would be great, if it worked for BPM as this is exactly what I'd like to do. However, this is a BPEL solution as far as I can see! I haven't been able to find a way to access a declared variable from the Expression Builder form in BPM.
Does anyone have a solution for this, please?
Any help would be greatly appreciated. Is this something that is easier to do in PS5?
Many thanks,
Brian.

Hi Brian,
Not sure if this is what you need, but to assign the BPM work item instance to a participant based on information read from a database table, one approach is to:
1. Read the table and return the userId to a process data object variable upstream of the Interactive activity.
2. Pass the variable with the user id into the Interactive activity's human task.
3. Open the human task, click the Assignment tab -> double click the performer icon in the center -> change the "Build a list of participants using" dropdown to "Names and Expressions" -> click the plus icon -> click "Add a User" -> under "Data Type" change the dropdown selection to "By Expression" -> click the "..." button under "Value" -> expand "task" -> expand "task:payload" -> select the variable that you set the user id to.
I think there is probably more to your question than this, but hopefully it's a start.
Dan

Assigning a task back to the person who created it?

Hi,
Scenario
Person A creates a task
Developer B writes code
Developer B wants to assign the task to the person who created it
pr. today we must find the name of the correct person and assign it back.
Is there any possibility to assign it directly to the person who createt it?
like a tag, @created by

Hi, thanks for the reply.
I was thinking more of a way of doing this directly in the dropdown box "assigned to", the creator could be given a tag like @created by?
Is that possible and if so where do I do the changes?

Importing From Excel file will not import assignments correctly where there are more than one assignment per task

I am trying to import an excel file ... see below. It appears if you select both Tasks and Assignments tables it will not allow you to do this, says file is not in a project recognized format. So I import Tasks tab first then run the
wizard again and import the assignments tab while selecting merge with project option. This works with one exception:
If there are more than one assignment per task. It does not merge in the 2nd assignment, only the first.
Is there a way to import a task with 2 or more assignments?
Background
To figure out what the format for the file needed to be, I started with a MPP file and from project saved as Excel and selected the "Project Template" file. Now I am trying to import that XLS to see how it works
ID
Active
Task Mode
Name
Duration
Start
Finish
Predecessors
Outline Level
1
Yes
Auto Scheduled
DS001
3 days
June 17, 2014 8:00 AM
June 19, 2014 5:00 PM
1
2
Yes
Auto Scheduled
MT001
3 days
June 17, 2014 8:00 AM
June 19, 2014 5:00 PM
2
3
Yes
Auto Scheduled
CT001
1 day
June 17, 2014 8:00 AM
June 17, 2014 5:00 PM
3
4
Yes
Auto Scheduled
CT002
2 days
June 18, 2014 8:00 AM
June 19, 2014 5:00 PM
3
3
5
Yes
Auto Scheduled
DS002
1 day
June 20, 2014 8:00 AM
June 20, 2014 5:00 PM
1
6
Yes
Auto Scheduled
MT002
1 day
June 20, 2014 8:00 AM
June 20, 2014 5:00 PM
2
7
Yes
Auto Scheduled
CT003
1 day
June 20, 2014 8:00 AM
June 20, 2014 5:00 PM
4
3
Task Name
Resource Name
% Work Complete
Work
Units
CT001
Engineer1
0
8h
100%
CT002
Engineer2
0
16h
100%
CT003
Engineer1
0
8h
100%
CT003
Engineer2
0
8h
100%
Andrew Payze

Andrew,
I did a quick test using your example although I didn't include the Predecessor or Outline Level fields to keep things a little simpler. I imported the Excel data into a new Project file with a single import of task and assignment data. It is very important
to set up the Excel Workbook correctly. On Sheet 1 I entered the task data (Name, Duration, Start). I did not include the ID or finish date as that is redundant - Project generates its own ID and will calculate the finish date based on the start date and duration.
On Sheet 2 I entered the assignment data basically just as you show it except I didn't include the Units.
The data imported as expected.
John

What is difference btw project Assignment, Resource Assignment and task Assignment.

Hi,
I am new project accounting Module .
what is difference btw project Assignment, Resource Assignment and task Assignment.

Project Assignment, Resource Assignment refers to the resource management part and Task assignment is basically the work assignment to the resource.
An assignment/requirement is created in PJR for create demand for the resource requirement of the project and when the resource is aligned he can be assigned to the task in the work plan.
Refers to the top down approach in this case.
Additionally a resource can be assigned to the work plan and a assignment can be created to get the resource allocated to the project.
Refers to the bottom up approach in this case

WorfFlow Agent Assignment at Task Level...

Hi,
I have problem in Workflow agent assignment...
In agent assignment at Task (MM Invoices Parked/Posted) level, I have assigned a position(Account Payable)to AC Role...
Under this position, there are 8 users....
In the Workflow process,At this task level the work item is going to only one person inbox not all these 8 users...
Can you please advise me, where I was wrong...
Warm Regards,
Thirupathi....

Hi Thirupathi,
There are a couple of things you can try:
- Agent assignment gets buffered in HR, normally refreshed at midnight. Use txn SWU_OBUF to refresh them manually.
- Are all agents also possible agents of the task or is the task defined as a general task?
- (just adding the obvious) make sure your task is in status READY, else it would have been reserved by someone.
Cheers
Mike

Disable role assignment at task level

Hi Experts,
We have a requirement where role should be assigned at task level only and not at sub task level.Any configuration for this ? if not, How to achieve this by development?
shashank

solved by development

Assigning a Task to a User in Worklisting

Hi All,
I have a requirement where in i need to assign the tasks to a user. The user is not created in the Weblogic LDAP but the users are present in our application rdbms (Oracle).

You have to configure additional authenticator and set the control flag appropriate to authenticate from either RDBMS authenticator or the default authenticator. Once you have done that you will be able to assign tasks to users from either user repositories.
There is a sample DBAuthenticator that you might want to look at here http://dev2dev.bea.com/codelibrary/code/sec_rdbms.jsp
Hi All,
I have a requirement where in i need to assign the
tasks to a user. The user is not created in the
Weblogic LDAP but the users are present in our
application rdbms (Oracle).

How to assign approval task to a person who is not a member of the site

Hi All,
I need to assign approval task to a person who is not a member of site but member of team site.
I know that if a person need to approve/reject task form should have atleast contribute permission.
Is it possible to assign contribute permission to that person through workflow using impersonate step?

You can assign permission through workflow using impersonate step and add list item permission. Few things to note here
1) Impersonate step actually impersonate the person who last modified the workflow. This impersonation is similar to code impersonation. So you have to be careful that person who is creating this workflow does have permission to assign permission to others.
2) You will have to assign permission to the list item (or list) where the item is as well as the task list item (or list) where your workflow task would be created. I think that would be Association: Task List when in SPD.
3) If user does not have any permission at the site level then the only way they can access the item and/or the task item is through the link they would have received in email.
I am not 100% sure how permission assignment works from SPD when you list and list items are inheriting permission from parent so please verify that part as well.
Amit

Agent assignment for task

Hi,
I have copied the standard task TS00008267( Generic Decicion Task) into another task. But when i use the new task, it says no agent assignment.
when I looked into agent assignment mentioned for TS00008267( Generic Decicion Task), it has got "Demo workflows" and "Records Management" as 2 task groups maintained in it.
How can I add these 2 inside my own created task which is a copy of TS00008267 ?
I am new to the workflow concepts. Any help is aprreciated and rewarded.
Regds
Gautam

You don't need to add those task groups, but you should make it a generic decision task.
1) Go to PFTC, open your copied task in change mode
2) Select menu item "Additonal data", "Agent assignment", "Maintain".
3) Select the top line in the screen (there is probably only one), the one that has the ID of your task (TS 9nnnnnnn) and press the button "Attributes" (or select menu item "Edit", "Attributes")
4) Select the radio button "General Task"
5) Close dialog box, F3 out to the main menu
Done. ... Unless the task was already a general task. Then there is something else wrong.
Message was edited by Kjetil Kilhavn:
Shame on me. Yes, you should search the forums as Martin reminds you - I should have mentioned that. Saves both you and us a lot of time. You find your answers sooner, we don't have to answer the same questions over, and over again.

Can I assign a task based on information from another column?

For example:
Let's say I have a column called "Question Type" and this column has multiple checkbox choice, those being:
     Math
     Science
     History
     English
     Other
I want to allow users to be able to select multpile catagories for the question, like making one both math and science (which right now is completely possible)
I then want another column that says who the problem is assigned to. Bob is good at math, Joe at science, Jill at histroy, Jenn at English, and Billy handles everything else.
1) Is there a way that the task can be automatically assigned to my math expert Bob when I specify that the item I am adding is a math problem?
2) If I make a problem both math and science, can the task be assigned to both Bob and Joe?
Thanks in advance!

Hi,
According to your post, my understanding is that you wanted to assign a task based on information from another column.
To assign task to multiple users, you need to:
Create a workflow and add action: Start Approval Process.
Click these user, select the Group, change One or a time(serial) to
All at onec(paralle).
Right click the action, select Properties, click ExpandGroups, change No to
Yes.
Then you can assign task to each member of the group.
I recommend to follow the steps as below to achieve what you want:
Create a custom list, add columns: Question Type(Choice); Assigned to(Person or Group).
Create a workflow associated the list.
Add conditions and action as below:
Then the task can be automatically assigned to 123 when the item is a math problem.
In addition, if you make a problem both math and science, the task can be assigned to both 456 and 789.
You can add other conditions to satisfy all the requirements.
Best Regards,
Linda Li
Linda Li
TechNet Community Support

Is it mandatory to assign a task to responsible agents?

Similar Messages

Maybe you are looking for