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Assigning a Task to a User, Group, or Queue Defined in an Assignment Profile (Assign Task Activity)

To assign a task to a user, group, or queue defined in an assignment profile, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Task Assignment. A list of activities is displayed.

  3. Double-click or drag the Assign Task activity into the process.

  4. Link the activity appropriately with other activities in the process.

  5. Right-click the Assign Task activity. A shortcut menu is displayed.

  6. Select View Properties. The Assign Task window is displayed.

  7. Click the Task Assignment tab. The corresponding screen is displayed.

  8. In the Task Name section, select Use activity name or Define name.

    Note:
    If you select Use activity name, the task name will be same as the activity name. Select Define name to assign a name using an appropriate input field editor.


  9. In the Assignment Profile field, click the Solution Item editor icon. A drop-down list is displayed.

  10. Select the relevant User or Group or Queue assignment profile. The selected User or Group or Queue assignment profile’s name is displayed in the field.

  11. In the Importance section, set the required weight and priority, using the numeric spinner.

    Note:
    You can also select an input field editor and set the field to a value that corresponds with the weight and 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. 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.


  12. Click the Assignment Data tab. The corresponding screen is displayed.

  13. In the Data Item field, click the Data Item editor icon. A drop-down list is displayed.
     
    Note:
    Calculation data items are read-only. You cannot edit this type of data item.

     
    Note:
    This field does not support getting or setting collections. You can make a data model element visible, but you cannot get or set a collection of data model elements.
     
    If you need to display a dynamic set or collection of values, then Bluespring recommends using a 3rd party database table to store the results temporarily and then read the values from the table in a later step. Or you can save the table reader step by writing the "table" of data as XML to a single data item and then use the Read XML Document activity in a later step to populate a collection.

       
  14. Select the data item(s) which will be visible to the user(s) performing the task.
      
    Note:
    You cannot use data models in the Data Item field. Each data item within the data model will have to be added individually.

      
  15. In the Access Level field, click the Work Item Data Item Access Level selector icon. A drop-down list is displayed.

  16. Select one of the following:

    Editable: The user will be able to modify the contents of this data item value.
    ReadOnly: The user can only view the contents of this data item value. If the program attempts to update the field, then the task update will fail.
    Required:  This data item must contain a value when the user submits the task. If the value is blank or null, then the task update will fail and the user will need to enter a value before completing the task.

  17. Click OK. You configured the activity to assign a task to a user, group, or queue defined in an assignment profile.
Related Topics
Assignment Profiles
Assigning a Task to a User 
Auto-assigning a Task to a User in a Group
Assigning Tasks to a User Group
Assigning Tasks to a Queue

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Task Assignment Activity > Assign Task Activity
Last modified at 7/31/2020 11:16 AM