We are trying to implement our first process on the community edition. If during a workflow instance, a task needs to be re-assigned from the current user to a different user - what approaches are available.

We have seen that you can use roles and assign a different user to that role in the pool. Are there different techniques that this? We were hoping there is some mechanism for users, or at least administrators to do this. Is there anything out of the box or any way through coding.

Thanks in advance,

Mark
Compliancy

Tasks can be directed or redirected to users or roles using the metadata data of the task management messages. This thread has some further information.
David

Actually let me build on what David has just said.

If you want to direct a new task to somebody dynamically, then yes you need to use the metadata of the task ( in the task creation message).
Otherwise, if you need to re-direct a task from a user to another, one and a different approach can be used: the reassign task.

Drag&drop your form on a non-executable pool, and choose the option "Escalation".

In the mapper, you need to provide two things:
-Obviously the user(s) and/or role(s) that you want to assign to.
- the TaskId. You can get the value of this element from the create Task Response ( the message you get as a response for the create activity) .

I hope that helps.
Regards,
Ihab

I beleive I understand David's comments for dynamic routing... thanks.

To redirect an active task to another user it sounds like you use an "Escalate" task, as if you were escalating a late task to a different user. This would seem to need to be preconfigured at design for every task that might require re-direction. Also, it could only be re-directed to users assigned to that pool so you can not do ad-hoc re-assignments. We are used to some other BPM tools that allow for this.

So let me summarize, if you do not mind critiquing this... If I am assigned a task in a human workflow, an I am not available (on vacation, left the organization etc.), the task could be handled by another user in the same pool or we can use the Escalation feature to assign it to someone in the escalation pool. There is no tool to allow a user or administrator to assign an active task to some other user in an ad-hoc fashion.

Thanks,

Mark

Also, it could only be re-directed to users assigned to that pool so you can not do ad-hoc re-assignments
No, you can re-direct to any users. Remember, a pool is just an abstract representation of participants.

o let me summarize, if you do not mind critiquing this
Critics are always welcome...this is one of the objectives of this forum and I do appreciate you for taking the time to give us your feedback.

There is no tool to allow a user or administrator to assign an active task to some other user in an ad-hoc fashion.


You are perfectly right, this is something that we will need to impement sooner than later, it is a frequently demanded feature.

Please feel free to request this feature from our team through our Deman driven development program.

However, if you want to work around that, you can use the TaskManagementServices API to create your own UI that you can use to reassign in an add hoc manner.
You can even create a process that gives you the list of tasks and that allow you to reassin any one you would like.

But again, this is something that we need to have ore-built in the solution. I hope that the workarounds will help you satisfy your needs, at least for now.

Thanks again for taking the time to mention that.

Regards,
Ihab