Conditional show of Accept, Re-assign buttons

RE: Conditional show of Accept, Re-assign buttons

keerthik0010 — Tue, 04 Feb 2025 08:13:56 GMT

Thanks Mike, I had same thoughts if OOTB not possible to disable the buttons.

I had implemented the same, it works for business.

RE: Conditional show of Accept, Re-assign buttons

Mike Schmitt — Fri, 31 Jan 2025 15:09:10 GMT

Pass the username of the previous user into the Manager Review task. You won't be able to disable the "accept" button, but you can do on-form checks to check whether the task's viewer is the same as the previous user, and display a validation message alerting them that they are not allowed to perform that review.

Then they could either use the OOB "reject" button or, as a special case, you could build a custom Submit Button saying something like "send back to reviewer group", which would simply exit the task and loop immediately back to it allowing the original group assignment to take hold again regardless of the original instance's accepted status.

RE: Conditional show of Accept, Re-assign buttons

Stefan Helzle — Fri, 31 Jan 2025 14:06:02 GMT

Then you might have to reconsider making these users managers in respect to this process model.

RE: Conditional show of Accept, Re-assign buttons

keerthik0010 — Fri, 31 Jan 2025 08:15:17 GMT

Hi Stefan,

thanks for response.

Using process report. Tasks which user member of specific groups and also if he is manager. He is manager of both tasks.

RE: Conditional show of Accept, Re-assign buttons

Stefan Helzle — Fri, 31 Jan 2025 07:31:16 GMT

How is this "Manager Task List" implemented?

Background: Process models have the security role "Manager" which allows a person in that role to reassign any task to anyone.

So, there is no specific way to disable these buttons, but you can use the task assignment, task management and model security to set this up.

RE: Conditional show of Accept, Re-assign buttons

keerthik0010 — Fri, 31 Jan 2025 07:13:42 GMT

Thanks all for your response.

Excluded restriction is already there in the system. In fact same user can't be assigned to the next task.

Actual issue:

We have a Manager task list(customized) which shows all others tasks(assigned to other users and actual group tasks).

Since the user is part of the group he still can see the task via the customized list. This is implemented if any user who has assigned task and goes OOO, then other users can pick it up.

The requirement is to disable the accept, reject and re-assign buttons if the same user who has dual access (access to both the tasks) should be restricted to claim the Manager task/2nd task (if he already submitted Assistant/1st task) and show him an error/warning message.

Note: We shouldn't remove the task from the customized task list is the ask from business.

RE: Conditional show of Accept, Re-assign buttons

Stefan Helzle — Tue, 28 Jan 2025 09:05:21 GMT

This is a good example for using the set function difference().

difference(
  touser(a!groupMembers(<YOUR_GROUP>).data),
  <USER_SUBMITTED_THE_FIRST_TASK>
)

RE: Conditional show of Accept, Re-assign buttons

Konduru Chaitanya — Tue, 28 Jan 2025 08:04:18 GMT

This should work fine if you can remove the user who has completed the 1st task (Save the tp!owner in a process variable from the 1st UIT output) from the list of users in the assignment of the task followed by the first one. below is a code you can reuse for that purpose.

a!localVariables(
  local!groupMembers: a!groupMembers(group: cons!YOUR_GROUP_CONSTANT).data,
  remove(
    local!groupMembers,
    wherecontains(
      tostring(pv!ownerOne),
      touniformstring(local!groupMembers)
    )
  )
)

RE: Conditional show of Accept, Re-assign buttons

venkatrea696188 — Tue, 28 Jan 2025 07:21:09 GMT

[quote userid="238566" url="~/discussions/f/general/38416/conditional-show-of-accept-re-assign-buttons/144833"]if I exclude the person(previous task performer) from Manager group, does that only impact that specific instance?[/quote]

Yes, Save the tp!owner of Assistant task in process variable and exclude him in Manager task

RE: Conditional show of Accept, Re-assign buttons

keerthik0010 — Tue, 28 Jan 2025 07:17:27 GMT

2nd Task should go to Manager group, if I exclude the person(previous task performer) from Manager group, does that only impact that specific instance?

RE: Conditional show of Accept, Re-assign buttons

venkatrea696188 — Tue, 28 Jan 2025 07:02:10 GMT

Depends on how you designing your process model , I mean these tasks going to be in Same Process model?? If Yes, remove chaining and exclude the person who did the task before in the assignment tab .If it's Database centric you can follow the steps i mentioned above .

RE: Conditional show of Accept, Re-assign buttons

Stefan Helzle — Tue, 28 Jan 2025 06:59:53 GMT

You can easily use the OOTB assignment feature to do so. Just exclude the person completing the first task from assignment of the next one.

RE: Conditional show of Accept, Re-assign buttons

keerthik0010 — Tue, 28 Jan 2025 06:53:27 GMT

Thanks Venkat, you are right about the requirement.

I don't have any design yet. Is there any OOTB options to conditionally restrict while accepting/opening task and show error message?

RE: Conditional show of Accept, Re-assign buttons

venkatrea696188 — Tue, 28 Jan 2025 06:46:19 GMT

It can be done ,Can we know where you got stuck and the current design you have ?? In general we save Details related Assistant task. We use these details to validate against loggedinuser on manager task . If the current logged in user and the person who did the Assistant task are same .We will restrict him on opening/Completing manager task .