Feature Request: Workflow Activity to Reassign Forms Tasks

asked on December 27, 2022

The situation of employees going on vacation or medical leave has come up often in Answers and everyone has been trying to figure out the best way to deal with this type of scenario so that current Forms tasks can be reassigned to specific users as well as new tasks.

Our organization uses a SQL table that is used as a data source and determines the various approvers in different areas of our processes, so assigning new tasks isn't a big issue for us.

However, the ability to reassign currently assigned tasks in a more automated way is something that comes up regularly. One idea I have is a Workflow activity that is able to search for all tasks assigned to a specific user in a specific process and then reassign them to a specific user. This would allow for greater automation of the reassigning of tasks while including all of the functionality that Workflow provides, such as database queries, custom Workflow activities, scripting, etc.

One example of using this functionality could be a form created for users to request vacation or leave. After approval it could update a database table with the dates the user will be out. A workflow could be scheduled to run the beginning of each day against the table. For those out for the current day it could see if they have tasks assigned to them and if so, reassign all Forms tasks to a static user, or a user submitted as part of the form. Other databases could be queried as well.

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replied on June 29, 2023

This would really be handy. There is a lot of manual administration for orphaned forms tasks related to employees going out on Vacation, Medical Leave, and Quitting. We have a workflow setup to check for terminated employees against our HRIS database and another system's workflows using SQL to look at the forms database for any lost tasks. But for those people who are out for a limited period, it ends up with me checking them every so often and reassigning them.

I think the ability to set someone "out of office" and designate a backup person related to a list of published Forms of Business processes would be nifty.

I've been debating building a forms process to allow employees or their managers to request out-of-office and then hold that data in a table with a date range. Then just run a daily Workflow check for tasks that need to be reassigned. But, if it could just be reassigned via a triggered LFWF man that would be nice.

Honestly, I spend at least 2 hours a month just hand-holding people as they worry about forms getting left behind while their secretary goes out for a week.

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Feature Request: Workflow Activity to Reassign Forms Tasks

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