Assign Task to Group or Multiple Users

Q&A
1

Hi,

Is there anyone who knows how to assign task to multiple users and assign also to group? The purpose is since there are times that the main approver is not around so it needs to be approved by other user. Please help.

Thanks

2

This is a procedural and organizational issue not a technical issue,

How we have set this up though is as follows:

Groups:
employees
managersGroupA, managersGroupB etc.
managersGroupA-Alternatives, managersGroupB-Alternatives etc.

In our Actor Filter:
we read the employees Approver (Manager)
we read HR to see if they are in or not
if in we send it to the manager
if out then we send to Alternatives.

On the managers task:
we also have a Non-Interrupting-Timer - if this is triggered (as in HR have not been notified of the absence (sickness for example)) we then change the manager to Alternative, sending emails etc as appropriate to those that need to know of the change.

regards
Seán

PS: As this reply answers your question, please mark as resolved by ticking the tick mark on the left of this reply.

3

Hi
These would be 2 different scenarios.

  1. Multiple People would be Assigned the Task. Here You may need to save a variable with all the users to whom the task needs to be assigned. Use Actor Filter to return the Id and assign it to them. This Is called Multi-instantiated Task. Incase , you want the first person who completes the task removes it from others, then you need to use early completion criteria.
  2. Group tasks are simple. Configure your lane to match a specific group from the Portal. All members are assigned the same task. The first person to pick the task removes it from others queue.

regards

4

Hi,

I need to assign a lane or task to a specific group. How will it be?

5

Hi,

I need to assign a lane or task to a specific group. How will it be?

6

Hi,

I need to assign a lane or task to a specific group. How will it be?

7

Hi
Open your Diagram , on the Left hand pane would be the swimlanes. Select a new lane. Name the lane as per your group name.
Now define an Actor for that lane . (example - employee ). Make sure all the tasks in that Lane have actor set as (use the actor defined in this lane) .
Now in your Portal create a group called employee . Once you run the Process, it should pick up the Actor and match the correct group from the Portal. Hence employee would be an actor mapped in the Lane.
All members of employee group would get notification of an Assigned task.
Alternatively you could map a Specific group while configuring your Process by Selecting the Group manually.

Let me know if this helps.

8

Hi Roy,

I want to assign the task to a group so that all users in that group will see the task and whoever will be the one to execute the task will be recorded. How to assign it to a group and how to get the user who executes the task.

Thanks

9

Hello
This is a Basic Operation in BonitaSoft. Perhaps you should go through the Documentation .
Please Follow my Comment above .
Please Find the Steps to Capture the Person who completed the Task.

  1. Create a Process Variable ( ex - requester) .
  2. In your Task form, use the API …/API/system/session/1 . use requester.user_name to return the name of the Person.make this as a contract value.
  3. Now in your Operation Section, Just put process variable on Left hand side and Contract value on right hand side.
  4. Now you have stored the Value of the person who completed the task.
    Use the variable value as you like.

If you have some issues , kindly share your BOS file. I will try to Modify it.
Regards

10

Hi,

I want to assign a lane to a specific group like (Bldg Admin). Ill share my .bos file. For now it is harcoded to a specific user but I want to assign it to a specific group and then the first person in the group that will execute the approve will be recorded as the issued by user.

How to share the .bos file?

11

Ok.
Upload your BOS file to google Drive. There will be an option to Share as a link.
Copy the Link and Paste it here in the Comments.

12

Hi Roy,

Here is the link

https://drive.google.com/file/d/0BwGthmzoisJUb1RBQjhFR3lxSFU/view?usp=sharing

13

Hello
You are using the Bonita version 7.4.1 .
I only have 7.3.1. I am not able to Open your BOS file. I can take a look later.
Else I could create a sample Process in my version and share it with you.
But It will take some time.
I hope that ok.

14

Hi,

Yes I am. Sure you can create a sample process. Ill wait for your reply.

Thanks

15

Hello
Here is the Link for the BOS and BAR file.
https://drive.google.com/open?id=0B-MHHSlP6-kMa0RydDl6RmMzVHM

Here I have created a Lane called Managers Lane. There is a actor group created here for Managers lane.
The actor group is called AdminGroup.
By default , I have used the configure section from the Top to map acme/hr with the AdminGroup.
Hence any task to AdminGroup will be sent to acme/hr.
you can change it if you want. Use the configure section to remove the mapping.
Run the process , it should take you to the Actor configure section.
you could map any group you like here. Use the browse button to select your custom group.

The Best way to test is to Perform the Step 1. When flow comes to step 2 log out and log in as Helen Kelly . You should be able to see the Same task (Step 2).
The first person to Do the task removes it from the Group Queue.

I will do a multi-instantiated task example later. Its much more useful.

Regards

16

Hi Roy,

Sure sure ill check also your multi instantiated. Is it possible to have a multiple managers?

17

Hi roy,

Error when uploading your examples.

18

Ok.
Then I will open your BOS file later when I go back home.
Will reply later today or tomorrow .

19

Hi Roy,

Sure sure. If the assign to multiple managers is available can you also include it in my BOS file?

Thanks a lot

20

Hi Roy,

Any update on this?

Thanks