BPM, Workflow, and Case

  • 1.  Automatically claiming task when instantiating a process from the standard Process Portal

    Posted 8 days ago
    When a process is instantiated from a Process Portal, a first task will be created and available in a Work dashboard for team users to pick and claim. In practice, the first task of the process is the task the user who initiated the process enters the task's required data and submit the task. Therefore, the user doesn't need to claim the task but instead enters the task data right after the process is initiated (i.e. the task's UI is displayed on the user's screen).

    My question is:
    • Is there a way to configure somewhere that allow users who initiates a process to automatically claim the first task out of the box without a custom dashboard?


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    Tuan Kubaha
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  • 2.  RE: Automatically claiming task when instantiating a process from the standard Process Portal

    Posted 8 days ago

    Yes, if I understand correctly, you just need to:

    1. In the first task's "Assignments" section, select "Lane" and "Last User"
    2. In the first task's "Implementation / Processing Behavior" section, tick the "Automatically flow to next task" checkbox



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    ZAFIRIS KERAMIDAS
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  • 3.  RE: Automatically claiming task when instantiating a process from the standard Process Portal

    Posted 7 days ago
    Hello Mr Kubaha ,

    Use this he will solve your problem.

    Declare a variable where you put the following code exemple : tw.local.var="USER:"+tw.system.user.name

    In your Task go to Assignement in Assign to you choose Custom and you select your variable created in the first step (tw.local.var).

    I will be happy if it will help you.



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    El Mehdi ES-SAFI
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  • 4.  RE: Automatically claiming task when instantiating a process from the standard Process Portal

    Posted 7 days ago
    I forgot to tell you that you must select the variable(tw.local.var) at Expression:

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    El Mehdi ES-SAFI
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  • 5.  RE: Automatically claiming task when instantiating a process from the standard Process Portal

    Posted 7 days ago
    Edited by DAVE PERMAN 7 days ago
    Yes. Very common and desirable use case!

    In your process diagram, select the Start node and look at the configuration panel where you will see the option to configure a launch CSHS that will be displayed immediately so the user can enter any initial data before sending the process on its way.



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    DAVE PERMAN
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  • 6.  RE: Automatically claiming task when instantiating a process from the standard Process Portal

    Posted 3 days ago
    Edited by Mattias Edling 3 days ago
    If you notice too many abandoned process instances where the user has not completed the first task, you could instead expose a startable service that in turn launches a process when the user completes the service.

    Edit: Perhaps the Launch UI does this. Dave's screenshot says "when the process is started", but the docs also mention a cancelLaunch flag. Is the instance not actually started before the task is completed with flag set to false?

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    Mattias Edling
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