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Workflow assignment to multiple/specific people?

  • 1.  Workflow assignment to multiple/specific people?

    Posted Thu July 22, 2021 04:13 PM
    Edited by User1971 6 days ago
    MAM 7.6.1.2:

    I have a workflow task node:







    Currently, the workflow assignments are sent to the default person in a person group (owner group).

    I'm hoping to send the workflow assignments to multiple people in the person group (the team lead and a technician). But I don't want to send the workflow assignments to all people in the person group (i.e. I don't want to use the broadcast option).

    Question:
    Is there a way to send workflow assignments to multiple/specific people in a person group?

    Thanks!


  • 2.  RE: Workflow assignment to multiple/specific people?

    Posted Thu July 22, 2021 07:47 PM
    Edited by User1971 Thu July 22, 2021 07:50 PM
    I think I got it working:


    1. Create a custom YORN field in PERSONGROUPTEAM called CGWFASSIGN

    2. Add the CGWFASSIGN field to the Person Group application.

    3. Set CGWFASSIGN to 1 for a some of the people in the person group, as required. In my case, I'll do it for 2 of 10 people: the team lead and a technician.

    4. Create a custom relationship on WORKORDER:
         - Relationship: CGWO_PGTEAM
         - Child Object: PERSONGROUPTEAM
         - Where Clause: persongroup=:ownergroup and CGWFASSIGN=1

    5. Edit the CGWOSUP role:



    Now, when the workflow is routed, the CLOSEWO task node sends the workflow assignment to the people that I specified (not the default, and not broadcast to all).
     
    I'd be happy to hear about any possible issues with that approach.


  • 3.  RE: Workflow assignment to multiple/specific people?

    Posted Mon July 26, 2021 01:00 PM
    a good solution.
    One remark: Usually  the crafts are responsible for executing the workorders - special reason for using Persongroups?

    ------------------------------
    Andreas Koss.Contractor
    ------------------------------



  • 4.  RE: Workflow assignment to multiple/specific people?

    Posted Mon July 26, 2021 02:04 PM
    Edited by User1971 6 days ago
    Our system was set up so that workflow assignments get sent to person groups (either the default person in the person group or broadcast) so that WOs can be planned & processed by service area coordinators. The WO makes it's way from WAPPR to APPR to INPROG via workflow. As part of that process, the coordinator adds labor assignments (labors or crews), sometimes directly as assignments, and sometimes through planned crafts. The labors (either part or a crew or not) complete the WO via Anywhere. Then coordinators continue to process the WO via workflow and workflow assignments. And eventually close the WO via workflow.

    I wasn't responsible for setting it up that way. From your experience, is that not a typical approach?
    .


  • 5.  RE: Workflow assignment to multiple/specific people?

    Posted 6 days ago
    Edited by User1971 6 days ago
    Here's what the end users end up seeing:


    We had a request to allow multiple users to receive Inbox/Workflow Assignments to close Work Orders. Previously only the Group Default could receive the Close WO assignment.

    A new "WF WO Closer?" option has been added to Person Groups
    • This field is OPTIONAL – you can leave it blank and workflow WO Close assignments will continue to go to the Group Default
    • OR you can select user(s) so that the Group Default + any users selected will get the workflow WO Close assignments



    Based on the example above, when a work order for that group gets to the Close WO assignment, three people receive the assignment:



    It seems to be working ok. We'd be happy to hear about any issues with that approach.