Task assignment if user deactivated

RE: Task assignment if user deactivated

chetany — Thu, 02 Aug 2018 10:02:41 GMT

What will happen to the process and the Task?

1. Process instance will remain active.

2. The Task will still remain assigned.

How to handle this scenario in a user friendly manner?

Technical reasoning: Any user who has process manager security (via process model security or process instance security) can override task assignment.

Such a user can reassign the task to another user.

So, the high level idea is to create a process task report and show the reassign option to the users who have manager access on the process instance.

This user can then reassign the task.

For technical details: refer this past answer - https://community.appian.com/discussions/f/best-practices/10226/handling-assigned-task-for-deactivated-users

The first answer gives some idea how to do this.

Although we can do this via monitoring process instances - that is a technical way and only developer/designer can do it.

Preferable way is to have a report via which users having manager rights can reassign the task for this scenario.

RE: Task assignment if user deactivated

Dastagiri Dudekula — Thu, 02 Aug 2018 09:59:19 GMT

Process will be active and the task is assigned to the same user. Since the user is inactive, he/she can't be accessed. We can overcome this by using escalation or manually re-assigned by System administrator

RE: Task assignment if user deactivated

saurabhp0002 — Thu, 02 Aug 2018 06:51:56 GMT

if it is very frequent in your organization, create generic process where you check the status of User whether it is active or not and in case inactive , assign back that task back to Group where it belong to. This should definitely be final solution and you can simple plug-in this as sub-process to all the nodes by creating an escalation.

This will have no manual intervention and things will work as they need to be. As task is assigned back to group so it is available to relevant folks to work on. Escalation time frame is something need to be discussed with Business.

RE: Task assignment if user deactivated

snehab848 — Thu, 02 Aug 2018 04:50:36 GMT

Hi,

For the current running process, you will have to monitor the instance and reassign manually.

In order to avoid this situation in future, you can configure escalation on that task to trigger reassignment of task.
For more details check: community.appian.com/.../how-to-start-escalation-timer-when-task-is-accepted-by-a-user

In case of script tasks or unattended nodes, please make sure that in Assignment tab 'Run as whoever designed the process' is selected , so that such nodes are not affected in case initiator is deactivated.

Hope this helps.

RE: Task assignment if user deactivated

Shubham Aware — Thu, 28 Jun 2018 11:12:35 GMT

Hi Parag,

Particular Process will be in active state & task is assigned to the same user. you can reassign this task to another active user but you need to go to process instance.

RE: Task assignment if user deactivated

ravalik — Thu, 28 Jun 2018 10:33:06 GMT

Hi paragk,

Here the task will be in an active state itself and moreover it gets assigned to the same user.The deactivated user cannot get a task .

Thanks,
ravalik

RE: Task assignment if user deactivated

Shiva Valusa — Thu, 28 Jun 2018 10:31:11 GMT

The process will be active state only and the task will be with same user.

RE: Task assignment if user deactivated

Pitla Mahesh — Thu, 28 Jun 2018 10:27:07 GMT

Hi,

The process will be in active state and the task is assigned to the same user. In order to complete this active process we need to open the process instance and assign the task to active user.

RE: Task assignment if user deactivated

Alejandro — Wed, 27 Jun 2018 13:27:52 GMT

Hi,

I have tried it as a test and the task is still active and assigned to the same user. You can assigned the task to active user.

Moreover, the task can´t be assigned to a disabled user.

Regards.