You are viewing limited content. For full access, please sign in.

Question

Question

Timer catch on task assignment

asked on September 4, 2017

I have a team in Tasks where the manager of the team wants to manually assign each task rather than try and do it with rules.  He wants a reminder if he does not assign the task after 2 days.  I initially had a user task with a timer catch for him to assign, but when I was testing it forces him to have to interact with the form rather than just assign the task from within forms.  How can I initiate the email reminder without a user task?

 

0 0

Replies

replied on September 4, 2017

He could go into the "Inbox" and then do a "Reassign" from there without interacting with the form.

Or are you trying to prevent him from interacting with the form for a particular reason?

ReAssign1.PNG
ReAssign2.PNG
ReAssign1.PNG (5.15 KB)
ReAssign2.PNG (6.91 KB)
0 0
replied on September 4, 2017

Yes that is how I plan to have them interact with the assignment, but the team manager wants to get an email reminder if he has not assigned the task within 2 days.  I am having trouble figuring out how to get the email to trigger without creating an assignment form to associate with a user task. 

0 0
replied on September 4, 2017

One way to do it would be to create an User Task before the actual User Task that contains the form.

In this new User Task you could simply have a form with the names of the team members.

Each time the Time Catch event triggered it would be a reminder to the manager to assign the task to a member. Clicking on the link of the email reminder will only open the form with the team members; perhaps in a drop-down menu. 

He could then pick and choose, and upon submit, you would pass the CN as a variable.

The drawback of doing it like this would be that the members will have to be hard-coded in the drop-down menu.

Hopefully someone else can come up with a better idea.

0 0
replied on September 4, 2017

Yeah, I hope there is a better solution than creating an assignment form...because of the rest of the business process that would involve workflow, which isn't out of the question, but I would prefer to keep it in forms.  We will see if there are any other suggestions....Thanks.

 

BTW....what do you mean by CN?

0 0
replied on September 4, 2017

The CN is the parameter for the Common Name that gets auto-populated when you assign the task to someone like in the screenshot below. This can be passed as a variable instead of having it hard-coded there.

 

CN.png
CN.png (4.14 KB)
0 0
replied on September 4, 2017

Got it thanks

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.