Hi All,
Recently got an inquiry for use case where users would like the ability to click a link provided in an email which will navigate them to either a Start Form or User Input so they can reach the necessary screen faster. Users recently want to streamline their emails and provide a link to the necessary page where users will perform the necessary action that is being notified in the email. Issue with this inquiry I believe is there is not possibility to do this outside of the start page URLs on the sites. Given there are about two dozen different forms they could be wanting to access through the email I can't think of a solution to provide a unique link for each one of these process models.
Does anyone have a use case where they made this work or a useful plugin that may make this possible?
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You can do that by creating a Process report of Task type in which you will add two extra columns for processInstanceID and TaskID. Then you need to create a rule which takes processInstanceID as input and filters the process report data on the basis of a processInstanceId and then property the taskID from result and use it in processTaskLink to generate opaqueTaskId. And at last concat the site task page url and opaqueTaskId to create the task link and send this in email.
Example code:
a!localVariables( local!pagingInfo: a!pagingInfo(startIndex: 1, batchSize: 1), local!taskLink: index( index( a!queryProcessAnalytics( report: cons!PA_TEST_REPORT, query: a!query( filter: a!queryFilter( field: "c4", operator: "=", value: ri!processInstanceId ), pagingInfo: local!pagingInfo ) ), "data", "" ), 1, null ), local!processTask: a!processTaskLink( label: "Process Task Link", task: index(local!taskLink, "c5", null), openLinkIn: "SAME_TAB" ), concat( "https://qaem.appian.community/suite/sites/acme-solution-site/page/home/task/", index(local!processTask, "opaqueTaskId", "") ) )
In the process model, create two paths, one for sending email and other for UIT and other nodes.
When I design an Appian application and need to assign a task to a user, he/she gets an email that includes a link which directly navigates to that task. Do you build your apps in a different way? How does a user know what to do and when?
I think he do not wants to use the OOTB send notification to task assignees feature and instead wants to send a custom email with the task link.
Correct, they want a custom formatted email providing a link that would navigate to the appropriate task.
Thanks Sanchit, this looks promising. I'll explore this!
I highly recommend to not do that. One of the reasons is that a user will NOT get a notification email if that task is being reassigned.
I know that almost all Appian clients ask for this sooner or later, but I still think this is not a good idea.
This is the point to be considered when going with this approach. But FWIW, you can set re-assignment privileges for assignees to not have the option to reassign the task to someone else and either give no privilege or Only can reject the task privilege iff you think that there will not be the cases when your users will be reassigning tasks to other users/groups and business also agrees with that.
Yah we've already notified that this option may not be worth exploring but figured I'd try an inquiry incase there was a proper solution available as these are clients that are used to always being able to enter a url link and navigate to a page such as their other react applications