I have a group of merchandise provider users that have to be selected before moving forward to the next step in my process. After I selected the desired providers users and submit a quote request, the process should send an email and assign a task (create new quote form) to be completed by N number of merchandise provider users. How should I setup my process model nodes in order to send email notifications to this selected providers and assign tasks to be done in a sub-proccess to create new quotes?
This is how my process model looks like:
Just to clarify - do you want to send each user his/her own task and have some or all of these users complete them separately? If that is the case, you need to use multiple node instances:
In the Other tab in your node (this can work for User Input Tasks, Sub-Processes, etc.), choose to run multiple instances of the node. I'd suggest choosing the number based on a variable where you save your list of users. Then, each user will receive his/her own task and the node will run multiple times. Also, make sure you select the option to send an email upon task assignment (under the Assignment tab) to send emails to each of the users who receive a task.
As per my understating ,in first form you will select multiple users ,for that users you need to send email and then you need to assign a task(which is your new quote sub process ) to those users ?
please correct me if i am wrong
Yes, that's correct
Yes, that's what I am looking for. I will give it a try now and let you know how it goes. Thanks Peter!
1) Collecting users list : your first form you are selecting multiple users,save that user in rule input where type user(list) and save that value in process variable (pv),so your pv!users will have users list .
2) Send Email to Users : In send email smart service ,you need to specify "To" ,in that give you list of users like pv!users .
3) Assigning a task to users which is in sub process
multiple node instances(MNI) : In sub process node select others tab in that tab you can configure mni
Select check box "Automatically run multiple instances of this node " and select radio button "Run one instance for each item in " for this radio button you will see a drop down their you need to select your list (pv!users).
And select "Move on when:" option as "All instances are done"
So for this sub process parameter is single user right ,you need to pass like pv!users[tp!instanceindex]
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