We are creating a workflow for a production team. A request is submitted and is

mikec over 10 years ago

We are creating a workflow for a production team. A request is submitted and is assigned as a task to a group. Someone within that group opens, reviews the task, selects the appropriate resource for that task and then reassigns that task to that resource. The manager who reassigned the task to the resource however does not wish to lose "track" of that task. We are wanting to use the Task Grid report so is there a way for the manager to reassign the task but keep the task in her task grid view as well? Here is how we handle it now:

1. A request is submitted - An email is generated to notify the design manager that a request has been submitted.
2. Design manager goes to a dashboard (which is a grid view of submitted requests. It has columns for ID, Title, Status, Due Date, etc.
3. Design Manager opens the request, assigns a designer (using a user field) adds any notes to the request and then Saves.
4. This generates a notification email to the assig...

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0 mikec over 10 years ago

...ned Designer that they have a open request
5. Designer opens a personal dashboard (defaults to only show what she has been assigned) opens the request and begins work.
6. Design Manager has the same copy of the request in her dashboard and as the Designer updates and works the request (status change) the design manager's instance is updated.

None of these requests are "tasks" in Appian sense. They do not generate a task assignment in a person's task view. Everyone goes to "Actions > "My Dashboard" to view what they have rights to. Users have to select via radio button a request then click open to view.

So with the above scenario outlined: what we would like is to do away with the radio buttons and open button and use a task report to facilitate the view and opening of requests. But if the design manager reassigns the task to a designer will she not also "lose" that task in her task report view? The desired state would be to keep the task in her view but ...
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0 mikec over 10 years ago

...have the status update to something like assigned or in progress, have another column for "assigned to" . This way the design manager could monitor progress of the request within her task report.
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0 joel over 10 years ago

I think if I have understood correctly, based on what you have said, this could be achieved via the modify process security smart service. If you add the requester, the designer and assigned worker into the viewer of the process they all will be able to see the process in their task Queue regardless of who it is assigned to, however it will only be able to be accepted/ worked by the assignee.
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0 David Williams over 10 years ago

What joe said plus perhaps use the wizard header for the process dashboard that could change every time the task moves around? You can add a task report for the process on the dashboard as well.

We like to write an audit trail of what has happened in the process to our SQL server database and display this in an ncolumn table or paging grid in a quick task on the dashboard. Helps the users understand who has done what.
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