Assign a SharePoint Task to a User, Group, or Queue Assignment Profile

 

In addition to the Task Properites editor, you can still use Literal Values, Data Items, and Expressions.

IMPORTANT:

The process will not move past the Assign SharePoint Task until (a) the user changes the status of the SharePoint list item to Completed, (b) the task times out and the error handling options allow the activity to continue, or (c) the process is cancelled (in which case the process is finished).

1. Check out and open the process you want to edit.
    
2. In the Toolbox pane, click Microsoft SharePoint. A list of activities is displayed.
    
3. Double-click or drag the Assign SharePoint Task activity into the process.
    
4. Link the activity appropriately with other activities in the process.
    
5. Right-click the Assign SharePoint Task activity. A shortcut menu is displayed.
    
6. Select View Properties. The Assign SharePoint Task window is displayed.
    
7. Click the Task Assignment tab. The corresponding screen is displayed.
    
8. From the Task Name section, select Use activity name or Define name.
    
   

   Note:

   If you select Define name, select the appropriate input field editor and set the field to a value that is a task name.   If you select Use activity name, the name of the activity will be used as the task name.

   
    
9. In the Assignment Profile field, click the Solution Item editor icon. A drop-down list of available assignment profiles is displayed.
    
10. Select a user, group, or queue assignment profile.
     
11. In the Importance section, set the weight and priority using the relevant input field editor.
     
    

    Note:

    You can also select an input field editor and set the field to a value that corresponds with the weight and priority.   Priority Priority is used to tell the user how important the task is and when it should be addressed in relation to the other tasks. Priority can be 1-5. A lower number indicates a greater priority. By default, the SharePoint Task content type only has priority values 1-3 available, but you can modify the options by editing the column in SharePoint.   Weight Weight is used by the Process Engine when tasks need to be assigned automatically. The Process Engine takes the weight of each task and the number of tasks into consideration when calculating a user’s workload. Weight can be 1-100. A higher number indicates a greater weight.

    
     
12. Click the Destination List tab. The corresponding screen is displayed.
     
13. In the SharePoint Site field, click the System Resource editor icon and select the appropriate SharePoint system resource.
     
14. In the SharePoint List field, select the appropriate input field editor and set the field to a value that is a SharePoint list name.
     
    

    Note:

    If your system resource contains a data item, click Configuration values and enter a valid URL and credentials for design-time, configuration purposes.

    
     
15. Click the Data Mappings tab. The corresponding screen is displayed.
     
16. In the List Content Type field, select the type of list item you want the Assign SharePoint Task to create when it assigns the task.
     
    

    Note:

    You do not need to use the default Task content type, but your content type does need to include a "status" column that the user can enter or select the value Completed. The Bluespring SharePoint Service that creates and monitors the list item will mark the task in Bluespring as complete when it sees the status column set to Completed.

    
      
17. In the Status column on list field, select the column that the Bluespring SharePoint Service will monitor for the value of Completed. As mentioned in the note in the previous step, the task will be marked as complete in Bluespring and process will continue when the status column is set to Completed.
     
18. To populate list columns with values when the task is created, select a list column from the List column field.
     
19. In the Value column, select an editor to use for populating the column.
     
20. Repeat steps 18 and 19 to map additional columns. Bluespring recommends you start by mapping the following column to values using the Task Properties editor: 
     
    

    List column	Value
    Assigned To	Task.AssignedTo
    Due Date	Task.DueDate
    Title	Task.Title
    Priority	Task.Priority

    
     
21. Click OK. You configured the activity to assign a SharePoint task or list item content type to a user, group, or queue assignment profile.