Re-assign the Folder to the User who previously Worked on it

Swetha Yarlagadda

Hi

 

Can some one please advice on how to achieve the below mentioned requirement:

 

End_User1 will initially Fill the form, and once he submits the case, the case goes to Supervisor for review. If the Supervisor feels that the data entered by End_User1 is incorrect, he rejects the case and the case has to go exactly to the user who worked on it previously i.e.., End_User1.

Typically for a particular Stage or Action I can assign the To-do-List to a Role, but here I need to assign it to the USER (End_User1). Please advice me on how to achieve this functionality.

 

Thanks & Regards

Swetha.

 

 

jpesout

Create new dynamic role and assign TODO/WATCH lists to this role.

Dynamic role can be calculated at runtime, all you need to do is set role's calculation formula to calculate End_User1

Swetha Yarlagadda

Hi Jpesout,

 

The challenge is I have two Roles by name DataEntryOperator and Supervisor. These two Roles have multiple users.

 

Any user can randomly pick the available folder and will enter the data and Submit to Supervisor. Now when the supervisor rejects the case it must exactly go to the operator of the DataEntryOperator Role who performed this action previously.

 

I think your solution is apt if I have a single User in that Role.

 

Please guide me if I am wrong.

 

Thanks & Regards

Swetha.

 

jpesout

You can create third (dynamic) role with single user who process the task.
When operator pick up the task, assign his username to a process variable (for example "TaskOperator"). Create a role with calculation formula = ProcessData.TaskOperator and assign this role to the TODO list of the "RejectedCase" stage.

Brian Mellert

The approach I've taken, and use more than the option I mention below, with similar needs is to assign the "submitting user" to a new variable that is used if it needs to go back.

 

I have also, for different reasons, looked to the user who most recently took a particular action (submitting to supervisors for instance) to look up said value from the eEvent table.