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

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...

OriginalPostID-90108

OriginalPostID-90108

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  • 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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  • 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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