Assignment Tab

The Assignment tab of the Configure [Node] Dialog Box allows you to make a particular person or group responsible for a particular task within a process model.

You can select users and groups for task assignment on this tab, or you can use a lane to set task assignment. If a lane assignment is configured, you must select the Override lane assignment for this node checkbox in order to specify different task assignees for this activity.

See also: Assign Tasks Using a Lane

An activity can be attended (requiring that a user perform a task) or unattended (using system logic to perform the task).

To assign a task to a user or group, select This node will be assigned as a task to a person or a group of people. In the Assign to the following field, select task assignees in one of the following ways.

  • Click the Directory... button to browse and select users and groups.
  • Use the expression editor to assign the task using a rule or expression. The expression editor allows you to assign the task to a process variable with a User, Group, or People data type.
  • Use a process property such as pp!initiator.
  • Type the name of the desired users and groups in the field.

See also: Expressions

Best Practice: Appian recommends using groups for task assignment. Group assignments simplify the reassignment of existing responsibilities when personnel changes occur. Group assignments are retained when exporting and importing applications.

Tasks assigned to a user remain assigned to that user even after the user is deactivated. If the user is reactivated, the user will continue to see the task.

The Process History tab does not record when a user accepts a group-assigned task.

When a user accepts a group-assigned task, the other users in the group no longer see the task. If the user is removed from that group, the user no longer sees the task, and the other group members will see the task again with the option of accepting it.

Advanced Options

On the Other tab you can configure the same activity to start a number of times. This can be useful when assigning a task to each member of in a group.

The Options section on the Assignment tab allows you to automatically correlate task assignments and assignees, as well as enable or disable email notifications to task assignees:

  • The When executing more than once... option allows you to assign multiple tasks (one to each user) when there are multiple users and multiple instances.
  • The Notify task assignees of new task via email... option allows you to enable or disable email notifications for attended tasks on a per-task basis. By default, assignees receive email notifications. Disabling this option gives you the ability to avoid sending notifications to users who regularly check their tasks and thus would perceive these notifications as unnecessary.

See also: Other Tab

Setting Task Reassignment Rights

(For Attended activities only)

You can specify whether or not the assignees of a task can reject it or reassign it.

Click Set re-assignment privileges for assignees. The following options are displayed.

Option Description
Task reassignment none.gif Select this option to deny an assignee the ability to reject or reassign the task.
Task reassign.gif Select this option to only allow users to reject the task. Users cannot reassign the task.
Reassign to group.gif Select this option to allow users to reject or reassign the task back to one or more original assignees.
Task reassign all.gif This is the default option and allows users to reject or reassign tasks to anyone.

Users with Manager or higher privileges to the process can always reassign tasks.

See also: Configuring Process Security

Automated Activities

Many activities allow you to select whether or not user interaction, such as completing a form, is required by selecting This node will run as an automated activity.

Image:unattened_node_assignment.gif

With an automated (unattended) activity, you are given the option of either selecting Run as whoever started this process (the Process Initiator) or Run as whoever designed the process model (the Process Designer). The unattended activity will be executed with the permissions of the selected user.

See also: Process Properties and User Contexts for Expressions

If an activity is run unattended, the relevant node inputs on the Data tab must have assigned values. The activity must almost complete within 60 minutes or the process will pause by exception.

See also: Data Tab

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