How to assign an Request from one requester to multiple receiver(approver)
Eg:
Request & received
request 1 to receiver 1
request 2 to receiver 2
request 3 to receiver 3
and request 4 to receiver 1
like auto allocation
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Hi Ramesh Babu,What kind of request you're trying out?
I would use a process report to find out which receiver has the least number of tasks. Then assign to this one.
This sounds like Round Robin task assignment. First note is that we do have to be careful where we choose to implement this, while there are some valid use cases (call centers, etc), this can create issues such as lagging tasks when the users are out of the office, or if approvers operate at different speeds (prevents your faster workers from obtaining more work). Whereas utilizing User Groups for task assignment allows tasks to be self-distributed essentially and avoids these hang-ups.
That being said, I implemented a Round Robin task assignment mechanism in our environment and we are using it in just a few areas. This operates within a MSSQL stored procedure which takes in a list of users (based on an Appian Group), process model ID and task name. The procedure maintains the list of assignees for that process and task (adding or removing based on input), task counts, last assigned flag and timestamp, and returns the next user to be assigned.
Happy to share the setup if anyone is interested.
Hi Ramesh! You may be able to reference a Decision object into the Assignment tab of your User Input Task. The Decision object can be configured so that given an input, it will have a desired output. One of the options for outputs is Groups. Using this, you can have requests get routed to the appropriate group/s. Learn more about Decision object here > docs.appian.com/.../Decisions.html