Automate

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Hi Alex,

For a task to be Re-Assigned, "Allow ReAssignment" property must be set to true under properties for an Activity/Approval.

once this property is set to true, it will pick users from pool query arguments from the swimlane property.

You can refer :  https://docs.precisely.com/docs/sftw/automate-evolve/20.2/en-us/webhelp/OnlineHelp/Content/Online_Help/tasks_3.html

Hope this helps.

Regards

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Thank you for the reply Hammad. I do have the Reassignment Allowed setting to "True" for the approval nodes I am testing (attached, please let me know if not the same setting). Even so, I do not see the "Reassign" option in the Actions menu when viewing the task in the Tasks list. I only see an "Open" option.

I tried approval nodes in two different swimlanes, one swimlane assigned to a person, the other to a "Team from Role". Neither allows for re-assignment in the Tasks list. 

I have looked to see if there was a setting at the App level which might be taking precedence over the solution, but I could not find anything. Maybe I am missing something? 

Thanks!

Hi Alex,

For a task to be Re-Assigned, "Allow ReAssignment" property must be set to true under properties for an Activity/Approval.

once this property is set to true, it will pick users from pool query arguments from the swimlane property.

You can refer :  https://docs.precisely.com/docs/sftw/automate-evolve/20.2/en-us/webhelp/OnlineHelp/Content/Online_Help/tasks_3.html

Hope this helps.

Regards

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Hi Alex,

For a task to be Re-Assigned, "Allow ReAssignment" property must be set to true under properties for an Activity/Approval.

once this property is set to true, it will pick users from pool query arguments from the swimlane property.

You can refer :  https://docs.precisely.com/docs/sftw/automate-evolve/20.2/en-us/webhelp/OnlineHelp/Content/Online_Help/tasks_3.html

Hope this helps.

Regards

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

On my solution I have the Allow Reassignment set to true, but when I click on Actions in the Task list, I do not see a Reassignment selection. Is there some other configuration that needs to be set in order to see the Reassign in the task list?

Hi Alex,

For a task to be Re-Assigned, "Allow ReAssignment" property must be set to true under properties for an Activity/Approval.

once this property is set to true, it will pick users from pool query arguments from the swimlane property.

You can refer :  https://docs.precisely.com/docs/sftw/automate-evolve/20.2/en-us/webhelp/OnlineHelp/Content/Online_Help/tasks_3.html

Hope this helps.

Regards

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Alex,

You can reassign existing tasks, Go to operations and reassignment. 

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------

Hi RTX Polley,

You are correct, tasks can be re-assigned from operations page. 

but NOTE that this option is not available to end users, this is only possible with admin roles.

Regards

Alex,

You can reassign existing tasks, Go to operations and reassignment. 

Hi all,

Is there a way for a standard user to delegate an Evolve task for an individual process which has already been assigned?

I'm familiar with the delegation options under the user profile/settings, but as I understand it those re-assignments can only go down to the solution level, and are also not retroactive.

Thanks!

------------------------------
Alex Kuligowski
Data Governance
Leprino Foods
Denver, CO
------------------------------