How to assign an Request from one requester to multiple receiver(approver)

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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  • 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.

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  • 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.

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