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:
Please help.
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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:
https://docs.appian.com/suite/help/latest/Process_Model_Recipes.html#using-multiple-node-instances-in-your-process-flows
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.
Yes, that's what I am looking for. I will give it a try now and let you know how it goes. Thanks Peter!