The Recipients configuration’s primary purpose is to assign specific user(s), group(s), or role(s) to a task. The individuals assigned, by whatever means, are those individuals who are requested to take action on the task to complete a form, approve a request, etc.
The Recipients configuration has two configuration areas:
- Recipients: Defining the individual(s) who will be assigned to complete the task
- Assignment Settings: Specific configurations that can impact how the user interacts with the task.
Each of these configurations is detailed below.
Recipients are those individual(s), group(s), or role(s) that need to take action (to be assigned) on a task. The action could be completing a form, an approval or uploading an Excel document.
Any non-system task will require the assignment of one or many Recipients. Non-system tasks are:
- Task Assigner
- Form Assigner
- Excel Import
- General Notification
Recipients are categorized as the follows:
- Static: Any user, group of users, or role of users defined within Integrify.
- Dynamic: based on the scope of the existing process request. Dynamic Recipients are as follows:
- Requester: User who initiates a request.
- Client: User who a request is initiated on ‘behalf of’ by the requester.
- Previous Task Completer: The user who completes the pervious task in a process.
- Previous Task Recipient: The User(s) who were assigned to complete the previous task in a process.
- Requester’s Manager: The manager of the user who initiated the process.
- Client’s Manager: The manager of the user who initiated the request.
- Previous Task Completer’s Manager: The manager of the user who completed the previous task in the process.
- Previous Recipient’s Manager: The manager of the user’s who were assigned to the pervious task in the process.
For each task you add to your process, the same series of Dynamic Recipient recipients will be available for those tasks (except the Requester and Client).
Add Static Recipient
As mentioned earlier, a Static recipient can be any user, group of users, or role defined within Integrify.
To add a Static recipient to a task, you may perform a partial first and last name search in the Search Text box provided:
You may limit or increase the scope of your search by checking Contacts, Groups, and Roles check boxes below the Search Text field.
Your search results will be displayed directly below the Search Text field. To add the user as a Recipient for the task just click and drag the user’s record from the Search results list to the Current Recipients list on the right:
Once a user has been added, the record will be displayed in the Current Recipients list:
Now, any time this task is executed in a process, members in the Sales group and the Requester will be assigned to complete the task.
To remove a task recipient, just left click the recipient and drag back to the left side list of users.
Adding a Dynamic Recipient
Dynamic Recipients are valid users within Integrify, however, they are based on the scope process as it is executing.
For instance, many processes have a form to be completed as the first task in the process. Rather than trying to figure out who that user might be when the request starts with business rules or other logic, you would use a Dynamic Recipient such as the Requester. This way, you are always guaranteed that whoever starts the process is the person who will be assigned to that first task in the process.
To add a Dynamic Recipient as a recipient for a task, enter a check mark in the Dynamic checkbox and click the magnifying glass next to the Search Text field.
If you add no search criteria and a check is entered in the Dynamic checkbox, you will be presented with a list of the all Dynamic Recipients available within this process:
Like a Static Recipient, just drag and drop the recipient from the search results list to the Current Recipients list.
You will notice as your process grows larger that your list Dynamic Recipient also increases. For each task you add into your process you will have a list of Dynamic Recipients associated with the task.
User Task Options
The User Task Option area provides additional control over what a given recipient or set of recipients can do once they have been assigned to a task:
These settings only impact what a user can do after a task has been assigned to a user.
|This Task can be reassigned||If selected, any user assigned to this task will have an option made available for him/her to search and assign the task to another user in Integrify.|
|This task can be canceled||If selected, any user assigned to this task will be able to optional cancel the task. You will have to account for a cancelled task status in your transitions for this behavior.|
|Cancel Tasks for other recipients after reassignment||If a task is reassigned by a user and multiple people area assigned to the task to complete, once the reassignment is complete all of the other recipients of the task will no longer be required to complete the task.|
|Ignore timeout settings when data is saved||If time based settings are defined for a task and timeouts are set, if a user uses the “save draft” option for a form task, the Integrify Task Processor service will ignore the time based settings to allow the user to come back to the task and complete it as needed.|