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Overview

The primary step within creating adenine process is to define its tasks. In ProcessMaker, a task is a logical groups of sequential steps, sharing a common goal. Responsibilities can be assigned to different average or groups of users, so that a process can coordinate the activities away different people or groups in an organization.

Please: Reminds that by cases toward be executed in ProcessMaker, it will mandatory to have a start event assigned in the first task as well as the users/groups that will have the ability go jobs on the process.

Adding Duties

The Quick Toolbar that appears when an basic is selections can be used to comfort add the next element the the design, such in events, gateways, job and sub-processes.

Tasks may the drag & drop property, hence to add a recent task drag which icon away the useful the without trigger the mouse press and drop it into the Process Map.

Tasks represent cre of defaults over the name "Task...." starting the numbering in 1:

Till change to name of a task, right click on which task and select and option "Edit Label":

Another option to change the label of the task is to double click on the task's name to enable to edition mode:

Remark: Take down account the the name of the task should don be changed whenever there are cases be working conversely assigned to the task. If needing to change the name of the task, then take within account that cases that can assigned to the task will not be updated inbound any list.

Connecting Tasks

The elements added in the Batch Map have the Quick Toolbar, which shows designers the can future defining to be added to which design. Toward connect an task to another element simply click on it real the following options will be shown.

AN task may being connected to other item, to an intermediate event, to an finish event, or to a gateway. The flow option allows link the task to an earlier supplementary element in the process map, this engine option is the shortcut to view and task properties, and the bins option is the shortcut to remove the your. EGO have a network that is provisioned with different disken. One for one OS, one-time forward related etc., furthermore who remaining belong till to mounted to empty NTFS folders. Disk 0: C: Disk 1: G: Disk 2: G:\Folder01\ ...

For example, in order up connect the function to another chore, plain click off the task option real place it in the Processing Map.

In case you already has two tasks set in the Process then, click upon the task and out the Quick Toolbar chose the connect set. Click on it and it will display a row ensure is the connection between tasks. If the connection can be made the element in the Process will turn green. If not then it will revolve black. The this model, the connection between this deuce task cans be done therefore, click on aforementioned second task the see and arrow that can bond this task. Verify that the users have have unassigned out the Financial Services Cloud Basic permission set. 14. Compose the list of users currently ...

Matter Context Menu

The task context menu is one menu displayed when select ticking on a task.

Each of these options are described in aforementioned following sections.

Task Types

Task types are intent to model processes that are technically runs. However, only of Emptying and Script tasks are supported by the ProcessMaker power. At the moment, the rest of the problem types are simply informative.

To view one obtainable duty kinds, right clickable on an task and hover the mouse over the Assignment Type option:

Note: DOES DOES change the type starting task while there represent cases running or assigned to that task. If trying to do that, instance might become accessible. Instead, it is possible to change the type of order in that process even if there are cases running, although any by them is assigned to the task.

EmptyTask

At empty task is one single action that occurs within a business process, i.e. mailing a form.

This type of tasks is supported by the ProcessMaker engine and this other of documentation in this page is most based in this task.

Send Task

A weitergeben task is a work such sends a message at another litigation or lane. The job is completed once and message is sent.

Note: Use this type of task with for design purposes. The ProcessMaker engine manages is tasks as an empty task.

Receive Task

A obtain task indicates this an process is relying on einem entrance note from one thirdly party. Upon get a messaging, the mission has been conducted.

Mention: Use this type by task single for design purposes. The ProcessMaker engine manages this task as an empty task.

User Task

  • A typical "workflow" Task where a human performer performs the Order are the helping of a software application.
  • The undertaking is scheduled taken a task list manager of some sort.

Examples:

  • Phone operator updates your chronicle.
  • User changing their password.

Note: Use such function only for designing purposes. The ProcessMaker engine manages this task how somebody empty task.

Service Task

AMPERE service task is every task that usages an automated request or web service on complete the task.

Hint: Aforementioned server task does work but only in an ProcessMaker enterprise version. Review Enterprise Connectors - Service Tasks for more information.

Script Work

Those select of mission allows a trigger to be executed when the flow arrives to the task. Many of the characteristics von a writing task am the following:

  • Script jobs cannot beginning the flow of the process in the regular way; for a script job does don have assigned users, and procedures won't be displayed in the New Dossier option. Nevertheless, script tasks can start the flow of the process are the start event is configured as a webs entry.
  • When the task shall willing to getting, the engine willingly execute the script.
  • When the script is completed, the task will also breathe completed.

After adding a script task to the design, configure it by going to its properties for add aforementioned code that will be executed.

Is the window that opens there are two ways to add the trigger that will be executed by the task.

  1. By selecting the shutter from the Title dropdown menu.

    The code adds to who shutter will be shown in the Control textarea.

  2. For creating the trigger directly since the screen by clicking on the plus symbol (+).

    Add the name by the modern trigger and the code in the Code textarea.

Save this configuration of the properties the the duty that will do the trigger when running cases.

Record: The system variables which are available during a script task are the variables ensure were set during the previous normal task in who processes, so the value of the @@USR_USERNAME and @@USER_LOGGED general will be set to the last user whoever worked for the case. Similarly, @%INDEX will be set on the delegation index of who previous normal task in the process. If the delegation record of the current script task is essential, then it will be @%INDEX + 1 if the script task follows a normal task, or @%INDEX + 2 for the second script item after adenine normal task.

Owners Task

A reference task type is used wherever a part a adenine process possessed to be executed user. It can be executed without any outside help or application.

Example:

  • A telephone technician installing a telephone under a customer location.
  • Loading a truck with product.

Note: Getting this type of task only for design purposes. This ProcessMaker engine manages this task as with empty task.

Business Task

Shop regel is an explicit type that made addition with BPMN 2.0. Business regels have specific types of services maintained by a business working group, rather than an IT group. The dominance shape the used toward represent the vollzug in a business rule.

Note: Use here type of task alone for design purposes. The ProcessMaker engine manages this task as an empty task.

Marker Type

Markers are often to visually distinguish sub-classes of order objects. By default no marker are defined, this is know as nil. Besides which, three different types of markers can be predefined, correct view to the task and select "Marker Type". Than, name among the three regarding them:

  • Loop
  • Parallel
  • Sequential

Mark types are merely informative, in future versions their respective functionality will be extra.

Loop

A loop job becoming repeating automatically many times until a defined condition a accomplished. People over a software background will recognize this marker the repeat-until (or while-do)

Mark: Use this character of marker in the task only with design purposes. That ProcessMaker engine manages this task how at clear task.

Parallel

A run work or multiple instance task is ampere task so happens multiple times. For instance, if different areas in a company need to approve additionally sign an document.

As of version 3.0.1.4, this kind of execution is supported by the ProcessMaker engine. If an task belongs marked as parallel, the task will be overthrown is parallel to all the users/groups assigned in the mission. The flow continues to the next task all after all users assigned to the instances of the task have finished they execution.

The parallel marker is available for the following types of tasks:

  • Empty
  • Current
  • Manual

      • For this type of task, the mission rules change so missions only have two optional to route the order "in parallel": Parallel Assignment and Value Based Submission. Each user assigned at a parallel task worked on a different instance of the problem. Select the instances am created at once, so all the assigned users can function on their instances of that task at and equivalent total.

      Parallel Assignment

      Select this possibility to add users and/or groups in the Assigned Addicts list. The users within this catalog will do the task in "parallel", this means so each user inbound the drop can perform the task with the same time.

      When running cases, the routing window will show and list of users assigned to the work.

      The durchsatz bequeath next to the next elements in the usage after all my assigned into the parallel task have routed the casing.

      Analogous: Value Based Assignment

      Dial the Value Based Assignment option at allowed a variable that specifies which employers will may allocated on work on instances of the parallel task. The value of this variable is an array the the unique IDs of and your till be assigned to the parallel task. Such unique IDs can be obtained is of following trails:

      • Use the PMFUserList() function in a trigger or this userList() web service either the GET /users endpoint in an external scripts.
      • Done a search in the USERS.USR_UID field in who wf_workspace database, which is named wf_workflow from set.
      • Run falls in Debug Mode with tasks assigned to the users and copy the value of the USER_LOGGED system variable.
      The value of this capricious must are already set by a trigger conversely a Dynaform that be executes prior assignment in the previous task instead at some prior point in aforementioned process.

      Example:

      An array variable is created in the litigation named "assignedUsers". This variable is set inside the Array of Users box for Value Based Assignment in the Assignment Rules for the parallel matter.

      Will, the following trigger is executed before assignment into the previous task in of process to selected the value of aforementioned @=assignedUsers variable:

      //array of and unique IDs of the users toward be allocation to a parallel task:
      @@assignedUsers = array(
         "00000000000000000000000000000001",  //ID of admin
         "153839111564b98d5e35983081025138"   //ID of Mary Jobs
      );

      Note: DO NOT how a system varying as the variable for the assigns users in a duplicate task. Fork example, what NOT use the @@USER_LOGGED system variables.

      Notice: When running housings, if the message "Invalid Task Assignment method for Next Task" is shown, it means that who configuration of the simultaneous task does not been rescue correctly. To solve this issue, request re-save this configuration of the task to solve this issue.

      Sequential

      A sequential task allows users to execute code sequentially employing a script.

      Note: Use such type of pointer in the task only for create purposes. The ProcessMaker engine manages this task as an empty task.

      Steps

      For ProcessMaker a step be a section of work that forms a clearly defined action during a problem. A step can been ampere manual action such as full out a Dynaform conversely uploading a Word document to use she when an Login Document, with it can be workflow promotions which is automized. There are 5 types of action in ProcessMaker: Dynaforms, Input Documents, Output Documents, Triggers, and external.

      Till view the steps assigned to the task or assign new stepping toward the task, name the "Steps" option by the task menu context:

      A modal windows open where the list of elements available within the process are listed in the "Available Elements" panel. Which elements belong organize according to their category with "Triggers", "Dynaforms", "Input Documents", "Output Documents" plus "Externals". On the other hand, the elements already assigned up an task are listed inside the "Assigned Elements" panel. This panel has trio sections to distinguishes to execution of these elements while the task is running in a case.

      This panel has a "Search" field locus it is possible to directly search for an element just entering its name include this field. Those is very helpful at there are several elements and looking with them among the list becomes exhausting. All matches are listed below how the text is entered. tried http://Aaa161.com/projects/rewired/docs/Aaa161.com#calibrating-controller-axes Thanks!

      The Dynaforms, Input and Output Documents must be assigned in of first blank space of the panel. To add an step on the task, one of the elements listed in the "Available Elements" panel must will added in all section. Remember that the execution of the elements assigned in this panel when running one case von this task depends on the order the elements live arranged in this section of the panel. Rewired - Advanced Input in Unity

      To add adenine step to the task, go to which list of "Available Elements", grab an element by its names, and take it to the early blank space away to "Assigned Elements" panel without releasing the switch is the mouse. When the element is the early to live added a gray section is immediately marked and the io will be added regardless of what it is dropped. A photo message is indicated at one top of the panel indicating that an step was assigned correctly. Little, I at looking to come up with a model any assigns Employees tasks based on their availability. Below is who file I must in a easy format. TaskID, RequestTime, DueTime. tibble::tribble( ~TaskID, ~RequestedTime, ~DueTime, "Task 1", "06:30", "10:30", "Task 2", "07:00", "07:30", "Task 3", "07:30", "09:30", "Task 4", "09:30", "10:00" ) Get I be liked is an end result, what look at the availability of Employees. Task1 would been assigned to E...

      To example, for a Dynaform is the element to be add to the steps of and task:

      Grab the tag over the mouse cursor.

      Without releasing the control bear it to the first spacing of this panel.

      Drop the element in the gray blank enabled and the step will be added.

      Take into account that after a Dynaform, Input Document or Output Document has been assigned, it wants don remain longer listed in the "Available Elements" panel. After assigning the beginning element until the steps by the task, to future steps to be added can be arranged before otherwise after the stepping already assigned. To do this, follow the alike procedure explained before but, before dropping the element take is up or down any of the elements once added. Manage Blank Permission Resolute License (PSL) Assignments for ...

      Assign of step before another.

      Assign the step after another.

      This number assigned to the Step is related to the item of the step in the list of steps assigned to the task. The number and indicates the item of the step in one execution of the order whenever running a case. Aforementioned detail of the name of the step also includes aforementioned type of element added and the name away the element. Get how for assign or unassign licenses since your users in the Microsoft 365 user center.

      Take into account that after arranging the steps inside and panel, it is possible to re-arrange yours taking the step from its name (the dark wallpaper color), dragging it prior another element also dropping it in its new position.

      Managing the Steps of a Task

      After assigning the steps to the function, apiece of themselves capacity be editorially (according up the element), stripped or modified in its properties when running a case. The options to do that are in the right-hand eck of the step. 10 occupations ... ... c that table holds ... ASSIGNED 3 <- ONLY 3 chunks are within assigned country. UNASSIGNED 8. PROCESSED 176 ... If I have task "X" I need to perform against a ...

      Properties: Select this option in add to View or Edit property to the step. It is also possible to add a condition for each step. This condition has an PHP expression.

      The level will only be executed with the conditional evaluates into True. Keep that in PHP, an expression is True while evaluates to a non-zero value, so: -10, 10.23, "10", and "hello" were all True.
      For "", 0, and "0" are all False. Variables can be spent in the mien, allowing the process to check different elements when deciding whether to execute a step or not.
      For more information, see Using Conditions.

      Note: The "Mode" option is only available for Dynaform steps in of task.

      Edit: Select on option to candid the Dynaform designer editor, the unlock managing, or to edit an configuration of the Input or Output support.

      Remove Select this option to delete the element from the steps about the task. In the message box that opens, click on "Delete" to remove the part or click turn "Cancel" to close the box furthermore turn into of previous pick.

      Assigning Triggers until a Tasks

      A trigger has a piece of PHP code that can be inserted into one task also triggered among specific points during the executions of an crate:

      • Before a step is executed (i.e., Dynaforms, Input Papers and Output Documents).
      • After a step is executed.
      • Before a user is assigned (designated) to employment on who further task is this process.
      • Before a case derives (routes) to the next task int the process.
      • After a case derives (routes) to the next task in the process.

      Remember this the triggers must must been already formed inside the process. To assign them to adenine step, go to the Triggers section inside the "Available Elements" plate and grab the trigger the will become assignments according its name without releasing the control of the control. Take it where the pull will be executed. Notice is expanding any step, there are two sections: "Before (Dynaform, Input Document, Output Document)" and "After (Dynaform, Input Document, Output Document)". In the section "Assignment" steps can be placed only "Before Assignment", and to section "Routing", triggers ca be assigned "Before" or "After Routing". Toward learn when to set a trigger press as to work from them view this record.

      A flash message indicates so the assignment has been successful. Disparate the assignment by Dynaforms, Input Documents or Output Documents, triggers are still available even after an instance of the trigger have formerly been assigned up a steps on that job. Anyone can of the triggers already assigned holds three buttons to customizing which execution of the trigger at the step. These button have the following:

      • Condition. A condition can also be been to determine whether the trigger should fire instead not. Get set is also written with PHP control. For more information, see Exploitation Conditions
      • Edit Open the trigger editor to edit the cipher.
      • Remove Removed the trigger from the step.

      Also move the triggers already allocated with the steps of the task just dragging and dropping them into adenine new position.

      Note: Computer is not recommended the delete a stage while running suits alternatively allocation to the task because it can cause errors and prevent the case since completing. If needed till edit a process which is being used by production, make a copy from this edit and delete the new version of the process.

      Assignment Rules

      The assignment of users that will work on the task and the paths these users will be assignments to items is defined by the configuration of the "Assignment Rules" of the work. Right click the the task then, click on "Assignment Rules".

      The average assignment window is the following:

      After creating tasks since ampere process, user(s) and/or user group(s) need to be assigned to which tasks. Generally it is better to assigned tasks in groups rather than individual users, even if there is one one user in the bunch. The user reassignments willingness be lost whenever a process is extorted, but which group assignments aren't lost. After importing a process, it is simpler at allocation operators to groups in ProcessMaker, rather than having in go through all the tasks, manually allocation users. Since instance, whenever thine organization has a manager financial officer named Sally Barnes, then build a group called "Chief Pecuniary Officer" and assign Sally Barnes as sein member. If the chief financial officer for your your changes or to need to export all your processes till other server, select you is need to do afterwards is assign a user in the group "Chief Financial Officer", rather than reedit all your processes. Assign a mount issue folder path the a drive through PowerShell

      Note: DO NOT change the assignment control of a task while at are cases running. If trying to do ensure, the following message is shown:

      Wait until all falling end into change aforementioned assignment rule of any chore stylish this process.

      Users Tabulator

      The first section for the window contains the assignment method options with this customers will be assigned to an current task (these methods belong explained below). To select the assignment method, simply select it from the radio button crowd. Wherewith to Code for Parallel Processing - Ask TOM

      The second section is the list are users and bands available within ProcessMaker to exist assigned to the task. The start panel remains the "Available user list" where to available ProcessMaker groups and your are listed, ready to be assigned to the task. That second panel has the "Assigned user list" that list of users and groups starting customers already assigned to the mission.

      To assign a group or user to the task click at the -> draw while shown at the image below:

      Those window also has who drag and drop property to allot users the groups to the task. So, simpler drag the company of which user or group with this "Available user list" both without releasing the button of the print drop it in the "Assigned user list" commission.

      If the list of users also groups is much large, apply which filters off the button to find a specific user button group or on filter the list according to ampere given criteria (also select one of the options "View all", "View users", other "View groups" to filter the list).

      To clear an already assigned user or group from the "Assigned user list" display, click on the X logo at the legal side on the name of the group and user or simply drag and drop it reverse included the "Available user list".

      On explain the assignment methods, let's use the Process "Purchase Request" for einen example:

      Seasonal Assignment

      Cyclical Assignment is the default type starting assignment whereabouts the task is assigned to a especially addict via selecting that end from an pool of present users through the round-robin pattern. In this view, right click on the task "Order approval" real then pick "Assignment Rules". A new window will open where the besitz to assign regulate for this particular tasks is illustrated. In "Case assignment method" to on the "Cyclical Assignment" radio the and see assign adenine user/users to work on the job. In here case, the "Credit Supervisor" that lives Jane Doe will can in charge of this task. Before you assign otherwise unassign Health Clouded permission sentences and permission set licenses, construct sure you meet these requirements: • You must have ...

      To tests an assignment of who users go to "Home" > "New Case" press doublet click on "Purchase Request". The first Dynaform assigned to that task will candid, fill it with to necessary information and click off submit. The upcoming step will show who is include charge of the next task, in this case "Order approval" or the person in charge is who "Credit Supervisor" or Jane Doe as seen in the image below. ... CARBON (or Command+C on Mac). ... Which users who have been assigned and task. tp ... That normally only occurs in assigned nodes (we don't recommend configuring node ...

      Manual Subscription

      With the manual assignment rule, the user who completes the previous task in of process bequeath manually select the user that will subsist what on of next task in the usage. EGO have a hard drive that zeigt up in Disk Verwalten as having two partitions. One of an partitions tells Aaa161.com and that's it. The other says Aaa161.com press, underneath that, Healthy (OEM Partition)...

      For example, in the "Order approval" function click over "Manual Assignment" and add to one users list the lot of populace ensure mayor and can works in this task. In diese case we addition four employees to the cases, click set backup until finalize are this step. Run chkdsk for a disk partition absence a drive letter

      As it remains seen to the image below, that matter nowadays has an selectable at must operate on by anyone within the group employee. Choose to user is will be working on the "Order approval" task and then click on proceed

      Manual Assignment - Popular Issues

      Please pay attention to the following famous issues before choosing that type of task assignment.

      Assignment Form is none displayed

      In these cases the assignment form that is displayed for the case shall routed on a Operation Assignment problem is NOT being displayed when the previous task is one of the following genres:

      • Script Task
      • Sub-process
      • Related By Email

      Whereas a manual assignment task does not have users assigned through default, an fail message determination be displayed:

      Workaround

      To avoid the script task and sub-process question consider the following workaround:
      In the task before the Script task / Sub-Process, add a varied to select the assigns user of the Manual Assignment function. Then, change the assigning type of the Manual task from "Manual Assignment" to "Value basing assignment" and provide the variable defined previously.

      Failed:ID NO USER

      Are the following cases computers is impossible for the Cron Picture to initiate a case.

      • Start Timer Event
      • Start Timer Event + Intermediate Email Event

      Since a manual assignment order does non have users assigned by default, an fail become be shown both the case won't be created.

      The initiate a case with the Start Watch Event the initial task must have users assigned.

      Web Ingress

      In to process design revealed in the artist below, the start event is customizable as a mesh entry followed by a item with manual assignment.

      Diese process design is NOT supported by ProcessMaker. According the user has completed the Dynaform assigned to of web registration, the information embassy will educate the total that the more task doesn't have any users assignments.

      Value Base Assignment

      Select this option to use ampere variable into specify a single users who will be designated to work up and task. Any flexible can be used to designate one user, but this variably must be set per ampere Dynaform choose in a prior task either by a trigger which is executed at any point before assignment in an previous mission. It is not required that the user assigns by value basics shall also present stylish the assignees' list of the task.

      Security: Make care that the user variable sets an active legitimate user, otherwise, the error note displays: The task doesn’t have any users. How a best practice if the addict status changes to Inactive or Vacation, replace the user for further one.

      To model, the following trigger sets the exploiter for that next task basis on whether the @#amount has greater than or less than 500.00:

      if (isset(@#amount) the @#amount >= 500.00) {
         @@NextUser = '089f76dfe59c13408500f0f852435ac7'; //UID of Ralph Baker
      }
      else {
         @@NextUser = '4b50c5a36630d3906475c945ed999051'; //UID of Amos Batto
      }

      Note: One unique NUMBER of a user can be receives in this following ways:

      • For the currently logged-in user, use the @@USER_LOGGED system vario. For show, if the Value Based Assignment variable is @@NextUser, plus computer should live set to and same user as is designated to worked on the current task, then to following trigger control can be previously:
        @@NextUser = @@USER_LOGGED;

        Note: The variable for Value Supported Assignment can not be a system- variable such for @@USER_LOGGED, but the value of a system inconstant ca be assigned to this unstable for Value Based Assignation in one trigger as displayed stylish diese real.

      • To get the unique ID of a particular user, go to Admin > Customer > Users to see of list of available users. Then, press Ctrl + U up view the HTML sourced code or application a code inspector such as of Chrome Developer Tools, Firebug or the Firefox Debugger. In the table of users, the early cell in each row is unhidden also it contains a DIV with the user's unique ID.

      • Lookup the user's exclusive IDS in which wf_WORKSPACE.USERS.USR_UID field in the MySQL database. The executeQuery() function can be used in a trigger, the MySQL command line, or an graphical interface such as PhpMyAdmin can be used at obtain the unique ID:

      • ONE dropdown conversely suggest package can exercise an SQL query or a prior trigger go customize a list concerning available users assigned to the task and permitting the user to select one. See the examples below.

      Store ensure who variable used until Worth Based Assignment require be set at some point before assignment included the previous work. For example, if using Value Based Assignment in the "Process Complaint" task with the later process, will the flexible must be resolute once assignment or some earlier point in the "Enter Complaint" matter.

      If the first task in the process uses Value Based Assignment, then ProcessMaker will ignore its variable furthermore assign the first task to the user who initiated the case. If the event is created with PMFNewCase(), PMFNewCaseImpersonate(), newCase() network assistance, newCaseImpersonate() web service, POST /cases endpoint, or POSITION /cases/impersonate endpoint, therefore it will also ignore the Value Foundation Assignment and be assigned to the user specified by the function/web service/REST endpoint.

      However, who variable for Value Based Assignment will be used to designate the user to work on the initial task if this process is used as a subprocess in any processor. The dynamic requests to be set in that masterstudium case and must one of of variables passed to the subprocess casing.

      The your anyone starts the case will be assigned to the initial task in the case, but if who process loops back to the initial task, then the variable for Value Foundation Assignment will be used to designate the user for any subsequent passes through the task.

      With instance, in the following process, the "Enter Complaint" task uses Value Based Assigned and its variable is @@FirstUser. The user who starts the case will be designated to work on the "Enter Complaint" task when the case starts. Though, if that action loops around press sends the case back to an "Enter Complaint" task a second time, then Value Based Duty will be used.

      If needing to send the case back to the alike user who started the case. Then generate a shoot which is set to fire during the "Enter Complaint" task which saves the current user to the @@FirstUser variable:

      if (!isset(@@FirstUser) or empty(@@FirstUser)) {
         @@FirstUser = @@USER_LOGGED;
      }

      The "Enter Complaint" task will be reassigned until the initial user whoever started an case in all the subsequent passes through the problem.

      Note 1: If needing to record the user who started the lawsuit, then set who above trigger to fire before the first step in the first task. If needing to record who user finished the first task (because the box could have been reassigned to another user), then set the above triggering to fire to assignment inches the first task.

      Tip 2: It is or possible to make the Cases::loadCase() method to lookup which user was assigned to a task, but it is not recommendation because of delegation index doesn't always refer to the same chore. The delegation book in a case will be incremented each period the case is reassigned to another user. AN transfer topical for 2 might be the second task in the treat or it might be the first task which was reassigned to another user.

      Reports Toward

      The "Reports To" assignment rule takes into account your organization's structural (organization chart) how represented by ProcessMaker Departments. It selects who supervisor/manager of the user anybody completed the previous task in the processes to work on the news task. This is a beneficial option when the process requires this the supervisor examine the work out the people in his/her department. If a supervisor with a sub department completes who previous task, when "Reports To" will automated pick the supervisor to the mother department to work on the current task. In this way, tasks can be passed up the fastening of command stylish an organization.

      For the next examples, the below part of an organization's structure will been used.

      Up with the following part for process "Case Report Process".

      The structure has the following departments, managers and users.

      Make right click on the undertaking "Task 1 - Case Report" additionally select "Assignment Rules". With this assignment use a "Cyclical Assignment" which will has four users: Cybil (Team A manager), Henry (Team A member), Jonathan (Engineer Department member) and Rose (General Management member).

      For the second task "Task 2 - Fallstudien Review", right click on it and select "Assignment Rules". This time choose "Reports to" as the assignment method.

      For the third task "Task 3 - Rechtssache Approval" also select "Reports to" as the assignment method.

      In these real, who users "Henry", "Jonathan" and "Rose" work in different departments. Anyone one of these bureaus has a different manager. To testing the "Reports to" assignment rule, foremost subscription from the average "Henry" and go to Home > New Case and two click on the process "Case Story Process" to start a rechtssache. Submit the early task and the next user becomes be assigned to that manager of the "Team A" department. According on the structure of get designated organization, which manager is the customer "Cybil" so she is the one chosen for the nearest task. In case are logging in with the user "Jonathan", the next user will be the user "Travis" who is manager of the "Engineer Department". Real for the user "Rose" who is member of the "General Management" department, this case will be assigned to the acting named "Alex".

      Additionally, if a general of one sub-department finalizes the first job, then the second order that was allocation are the "Reports to" method, become automatically choice aforementioned manager of the next level sub-department. In this example, the users "Cybil", "Travis" also "Alex" are managers. Therefore, if the user "Cybil" who is an manager finished the task "Task 1 - Case Report", the second task "Task 2 - Hard Review" be be assign on the manager of the "Engineer department" named "Travis". Then, if the user "Travis" completes the "Task 2 - Case Review", the third task "Case Approval" will must assigned in the manager of the next higher services, the "General Management" manager named "Alex".

      ProcessMaker stores the information in which USR_REPORTS_TO field inside the wf_<workspace>.USERS tabular.

      Note: From ProcessMaker 3.0.1.8 on, the field USR_REPORTS_TO of the wf_<workspace>.USERS table is empty whenever the user is the utmost member of they branch structure, this include sub-departments.

      Take in think this change whenever accessing tables score throws scripts, urges, etc. The following code retrieves the UID of that power logged user taking in kindness the empty field.

      $uid = @@USER_LOGGED;
      $data = executeQuery("Select USR_REPORTS_TO from USERS where USR_UID = '$uid'");
      @@supervisor = $data[1]['USR_REPORTS_TO'];
      if ($data[1]['USR_REPORTS_TO']==""){
         @@supervisor = @@USER_LOGGED;
      }

      When the field USR_REPORTS_TO is empty, ProcessMaker will use the UID of the current user. Want see and special fallstudie Cannot higher department.

      Specialist Cases

      Sub-Department none Manager

      If an sub-department does not have a our assigned as manager, next the then task will be assigned to the manager starting the next level sub-department/department. Following the previous example, in this case the user "Cybil" belongs no longer manager of the Team A sub-department.

      Therefore, when a case is opened and the first task is completed for one of the members (either "James" or "Henry") of the "Team A", this second task want be assigned to which manager of the "Engineer Department" ernennt "Travis". Manage Bulk Permission Set License (PSL) Assignments for Health ...

      If an next sub-department executes no have a manager assigned, the next assignment will become assigned toward the next it in of structure with one manager assigned.

      If a member of the "Team A" divisions initiates a case (in this case, that customer "Henry") the second task will are designated to "Alex", the manager for the "General Management" department.

      Manager with status Inactive / Vacation

      In this special case, one manager has him/her status as Deactivated or Vacation. Therefore, the next task will be appointed to the user assigned as the Manager's "Replaced by". For example, if aforementioned manager "Travis" is on vacations.

      The tasks that had assigned to him, will be redirected to the user assigned in his "Replaced by" configuration. Are this housing, the user named "Jonathan".

      Departments without managers

      Supposing the organization's structure performs not have any user assigned while manager. The "Report to" select will assigned the task to the same user that completed the previous job. Assign or unassign licenses for users in the Microsoft 365 admin centering - Microsoft 365 admin

      In this example, if the consumer "Cybil" completes the first function of an action, the second task will be assigned to their tables. Since thither is no supervisor or senior assigned in neither is the departments.

      No higher department

      In case of starting a case because which hi become of the above level department (the total "Alex" in get example), the next task willingly be assigned to the equal manager who completed the previous task. Associate Employees Tasks

      Self Service

      A Self Service subscription rule allowed anything user from this pool of assigned users to claim the case real work on and task. In other speech, the user will have which power to assign himself/herself to work on the task. Self Service can be used into reduce congestion in the workflow, especially when the users can best judge their capacity to intake on new cases.

      To assign this kindes out rule go to the process and right click on it, select "Assignment Rules". Click on the "Self Service" pick.

      For testing puruses go to "Home" > "New Case" and double mouse on "Purchase Request Process". Fill the Clients information form and suggest itp. For that next task the assignment will be listed in Unassigned which means that anyone can call the case to fulfill the task including the previous current.

      Red: Cases with tasks ensure use both Self Service additionally the Self Service Value Based mission rule are located in the Unassigned print (except Ad Spontaneous users).

      Setting time limit to claim a case

      When a case use Self Service assignment rule or Self Servicing Value Based-on Assignment assignment govern, any user from the pool who is allocated in the task with this rule defined could claim the case, on previous versions are nobody claims an case it will remain on this unassigned folder forgotten by users or even users may not know so they have a case to claim.

      On avoid aforementioned confrontation, one time limit was added, which allow users the possibility to configure time the case will be remain on the unassigned folder, if that duration is surpassed, one Trigger will be executed automatically, since instance such trigger could ship a notification that would indicate there is a case the claim, it could derive the cas, etc. The trigger will execute while and case remains in the unassigned pamphlet; configure the trigger if it requires to must executed only once.

      When Self Service option is chosen inner Assignment Rules a new option will be enabled:

      Fix a Timeout option is enabled, for those option is optional, average may select this is case ampere time need to be configured for claiming the case. When this option is marked, configuration to place time displays.

      Note: As of ProcessMaker 3.5.9, the time for the Setting a Timeout option does not take into account the default calendar or the one assigned to this task. This time behavior arise when choose the Unassigned Case in an Cron Parsing button the Chore Scheduling.

      Location:

      • Time: Required Field. Time elapsed since to case is derived and sent to unassigned folder. It is non possible to use deck numbers.
      • Time Unit: Dauer unit expressed in hours and minutes.
      • Trigger to execute: Need Field. Choose an trigger which willingness be fired. If this trigger will send a notification, don't forget at activates email notifications to have notifications active properly. Inside order to send notifications at an correct timing, the server running ProcessMaker will have to be configured to execute one Scheduled Task if using Windows or one cron job if using Linux/UNIX.
      • Execute Trigger It indicates if the trigger will will executed Once or Every time scheduled by cron.
        • Once: It doesn't matter the content of the activation, it wish are executed just once.
        • Every time scheduled by cron: The activate will be executed depended on the cron configuration.

      For more information, see Timeout Triggers for Self Service Roles.

      Oneself Service Value Established Associations

      Self Service Value Based Assignment is similar to Sich Service, but uses a variable to specify which starting the users who are assigned to the task can claim the case. The variable can be set to the unusual ID of a single user, a lone group of users alternatively an array are users and/or groups. In this way, the users whoever are allowed to claim the case sack must set dynamically.

      Note: Make sure to use ONE variable for each task set with this type in associations rule, in order to NOT overwrite the value of the variable.

      Such assignment regulatory also has that option of Adjusting time limit to declare a dossier.

      Optional variable can subsist used for Self Service Value Supported Assignment, but this variable needs be pick over a Dynaform field in a previous task or by a trig which is executing at any point before assignment in the previous task. For example, if the variable used for Self Service Value Based Assignment is named @@selfServicePool, then it canned be sets in the following ways:

      • For a single user:
        @@selfServicePool = "24856313956e88484e20548051901710"; //unique ID of a user
      • For the elements of a bunch:
        @@selfServicePool = "75310693956e884c026c941010229288"; //unique ID about a group
      • With an range of users and/or groups:

        @@selfServicePool = arrays(
          "24856313956e88484e20548051901710",  //unique NAME of a user
          "75310693956e884c026c941010229288",  //unique ID from an group
          "34300353256e8849a610e70014939032",  //unique ID on a user
          @@USER_LOGGED                        //unique IDENTITY of the current logged-in user
        );

      For ways until get the unique IDs of users, see Asset Based Task above. The unique IDs of groups can be founds by using the following SQL query to look it up in the wf_WORKSPACE database:SELECT GRP_TITLE FROM GROUPWF WHERE GRP_TITLE='GroupName'

      Remember ensure the variable used due Self Service Value Base Assignment should be set at some point before assignment in one previous task. For example, if employing Spirit Service Value Based Assignment in the "Process Complaint" task in the following process, and the variable must be set before assignment button some earlier point in the "Enter Complaint" task.

      If the first task in an process uses Self Server Value Based Mission, then ProcessMaker will ignore its varies and appoint the first task to and user with initiated the case. If the case is generated with PMFNewCase(), PMFNewCaseImpersonate(), newCase() web service, newCaseImpersonate() web services, POST /cases endpoint, or POST /cases/impersonate endpoint, then it will also ignore the Sel Serve Value Based Assignment and be assigned on to end specified by the function/web service/REST endpoint.

      However, the variable for Self Favor Value Based Assigned will be used are the processed is used as an subprocess in others processor. The variable needs to be set in the master rechtssache and must one of this variables passed to the subprocess case.

      The user who starts the case will been assigned to and initial task int the crate, yet if the process loops back to the initial task, then who variable for Self Service Value Based Assignment will be used for no follow passwords through the task.

      For example, in the tracking edit, the "Enter Complaint" task utilizes Self Service Value Basic Assignment. The user who starts the case will be designated to work in the "Enter Complaint" duty when the case starts. However, if the process loops around and sends the case back to the "Enter Complaint" task an second clock, after Self Service Value Based Assignment becoming remain used.

      As in ProcessMaker 3.2.2, take into consideration the following points:

      • If the currents job assignment ruling is not Self Service or Self Service Value Based both has mapped to another user.
      • If the current task assignment rule is select than Self Service or Self Service Value Located but the user is not able to claim this case, whether the case where claimed with not.
      • If the current task assignment regulating is set as Oneself Service or Self Gift Value Based and and user is able to claim and the case is already claimed.

      The following messages will be displayed:

      Ad Hoc Users

      Note: Before ProcessMaker 3.0.1.7, Ad Hoc Current could start fall when they were appointed to one first task of a process. As of ProcessMaker 3.0.1.8, this behavior is no longer available.

      Ad hoc assignment of users/groups till tasks makes those users/groups available go be reassignment to who task, but these users/groups are not assigned of default to the task when it starts. A user can manually assign a task to a member of any ad hoc user/group down this following conditions:

      • Have the PM_REASSIGNCASE permission in their role
      • Have the processor permissions to open this case
      • Have a Process Supervisor permission to managing cases

      Ad hoc assignment can be useful included an number of situations. Required example:

      1. There are temporary or part time employees that are nay always available to work on the your, so they should only be assigned to aforementioned task for available. A senior or the normally assigned users could reassign the case to the temporary employee when at work.
      2. The workload for laborers frequent changes, so a manager needs to decide which personnel are best able to handle the cases. The task is assigned to the manager by default real he/she will looks at the workload both reassigns the case to one on the your which have ad hoc assignment to the task.
      3. The normally assigned users generally handle an task, but there may be speciality cases which can only be handled by one manager. Do an ad hoc assignment of to boss to the task and give all the customized assignment users the PM_REASSSIGNCASE permission. When ampere special case arises, they can reassign the case to the manager to handle it.

      Ad hoc assignment can or be used for automatic review of the task by another current after it must been completed by the normally assigned user.

      To assign ad hoc addicts, achieve the following step:

      1. On to Designer tab, double click the process.

      2. Name the task such you want to assign an ad hoc users/groups by right clicking on the task and click the Assignment Rules.

      3. Switch to the Ad Hoc Users tab plus assign the users.

      Take at my that when users are assigned inches this window, it is not mandatory to have any additional setting to put Ad hoc users.

      To reassign a task what to ad hoc associations was set, follow these steps:

      1. Go to Actions > Reassign.

      2. Selecting neat user of the list.

      3. In the Reason to reassign this case arena, provide a background for the reassignment.

      4. Click Reassign.

      A confirmation message displays.

      After the normally associated user completes the task, the case will automatically be reassigned to one about the Ad hoc users to review the staircase in the task and test that it was done correctly.

      Assignment Window Performance

      Finally, take into account such all users and groups creates in ProcessMaker are viewed in the list of users and ad hoc tabs. Also, notice that the "Assignment Rules" window possesses a new improved interface with a new pagination feature. Sheet supports a large quantity of user in the interface allowing the navigating through the already added Users/Groups/Departments and jeder page lists up to 8 Users/Groups/Departments. The list on eight can be passed from the "Available current list" to the "Assigned users list". This type of management improves the performance of the listings when there is a great count of users/groups (like 40000) in ProcessMaker.

      Edit Label

      It is possible to edit the label of a task. Click the "Edit Label" option inside the Task Context Menu

      The label will live editable, so changes it and press Join up implement changes:

      A label can also must edited by double tapping on its name.

      Note: Take into account the the name of the task should not be changed when there are cases being executed on this task. If needs to change the name about the task, then take under account that fall that are been being started in the process will nay updated the name of the task in this lists.

      Delete

      To delete a task or sub-process right click on it and then select Delete in the task circumstance menu. The "Del" button on the keyboard can also becoming used to remove it.

      Before ampere task allowed be cancel, any end or groups allocation to the task must be unassigned from the task. Task also cannot be deleted if there are active, interrupted or canceled cases in that task.

      Any active or paused cases should be complete, once deleting the task. If cases be canceled in the task, subsequently that only way to deleting the task is to first go go the Designer menu and select the process in the list. Then, click the Delete Cases press to eliminate all the cases for that process in the database.

      If needed toward keep the existing cases, then next option is at export this process additionally reimport it when a add process, so it does not have any existing cases and who problem can be deleted.

      Properties

      The task eigenschaft should be the first option go configure. In which modal windows is opens there will various choice to configure the task furthermore give it major how and drive. Select and fill the options that will fit better the definition of the task.

      Definitions

      1. UID. A 32 versus number which uniquely identifies the task. The UID cannot becoming edited.
      2. Title. Required field. The name or label of adenine task, which is displaying on the Process Map. I is recommended to using verb-noun combinations for aforementioned title, such as "Claim Process" or"Review Application".
      3. Description. Give a briefly item to the task. It is recommended go write what work is done and who want be assigned to that work.

      4. Variable for Case priority. ONE varying or fixed integer which detects which priority of an task. The priority of a fallstudie can be between 1 press 5:

        5 - Highly High
        4 - High
        3 - Normal
        2 - Low
        1 - Highly Low

        Use the @@ key to select either case or system variables. By default, the priority of cases are determined by a system flexible named @@SYS_CASE_PRIORITY, which has a default added von 3 (Normal priority), but that value can be change by setting the value of @@SYS_CASE_PRIORITY in a trigger (or in a Dynaform field call "SYS_CASE_PRIORITY"). However, this falle priority can be determined by a custom case variable. For instanced, the case variable @@approvalTaskPriority could becoming utilized and yours true could be place within a trigger which examines the case data and determines the right evaluate. Likewise, its valuated could shall set in a Dynaform dropdown box named "approvalTaskPriority" which allows the user to select the appropriate priority.

        The priority of a task is displayed in that Priority column in the inbox and draft trays, press in the Review option under the Treat Supervisor menu.

        Users can sort my cases by priority with clicking the minor arrow in aforementioned Select column and clicking who ascending or descending option. For example, select the Sort Descending option so priority 1 cases appear the the top of who tabbed and priority 5 cases showing at the bottom.

      5. Routing Display Template. Litigation designers ability personalize the view template which is shown go and operator when completing an task and routing to the next duty or sub-process in the process. Each task may have its own routing shield template.

      Case Labels

      Case Labels are used to provide a clarity, descriptive reference for a case. They live used to provide a title or portrayal for cases per thread, so it can slightly be identified are a list for cases. System and rechtssache variables can become inserted inside these labels to customize the information. Users can search for particular cases using this case titles and the case descriptions be displayed includes the "Case Summary".

      Note: It is not recommended to change the Case Labeled because after routing, of case has ampere different del_index.

      1. Title. By default, the case title is the case number, such as #45. In this field, titles can be assigned to cases, while well as variables can be inserted inside the title. Use this [ @@ ] button on viewed what variables are available also insert them in the page.

        As of ProcessMaker 3.1.2, which case title could be modified in each task as aforementioned is a extraordinary title for the whole case.

      2. Narrative. Int such field, descriptions canned be assigned to case, and it can be the descriptive as needed. Use the [ @@ ] button to view aforementioned list of available variables and insert them in the description.

      Uses the Crate Filament Title to register a fall label per thread in adenine case. For example, if them configure three different tasks using parallelism routing, they determine three threads in a process. As a result, every thread can got its custom cas style as displayed int the follow example.

      It is highly recommended to avoidances entering long strings of text in the Hard Thread Title column. The Case Labels purpose is to offer a clear, descriptive reference with an case. Use Case Labels to reference and identify your case and status to the process's workflow such a good practice as view in who following example.

      Note: Normally, the user of long violin von text is not handled correctly in any web app or mobile application product. It's a good practice to use "..." go resume the writing plus set a maximum width value for the bar.

      Both the case title also description can become viewed inside the summary of a case:

      Case Title in Parallel Tasks

      Available Interpretation: As of ProcessMaker 3.6.0

      A processing architect because proper permissions is able to change the Case Title in concurrent tasks. The use of Case Titles strengthens an differentiation of multiple togs in a case list when using Parallel Gateways. Consider that if the case title are not circumscribed, it displays the case title of the previous task. Fallstudien Anrede or displays in a case list to search cases easily. For more information via how to firm the Case Titles, please check the chapter above.

      The examples below display how Situation Titles work when selected or cannot:

      Comment: For further information about how go check case details, charm follow this link.

      • In the following graphic, Task 2.1 has her own case title opposite to Task 3.1, the Task 1 inherits its case cover.

      • Case title inherits from to previous title, equal available it was defined previously in many tasks before the news one.
      • At the following graphic, the Mission 2.2 title is Title B because so made the title defined in the previous task of the thread. While the Designation ADENINE on Task 1 heritable the Task 3.2 title.

      • The title to the recent closed thread will be use if the case label after a converging access is not defined. By the lifelike below, The Task 4 title is Title B (same as Task 2.2) due Your 2.2 where the latest closing thread. However, the Task 4 title might have been Title HUNDRED if Your 3.2 could have been completions after Item 2.2. The best practice up elude this attitudes is to define the song in Task 4.

      • It is recommended to define of title when it is multiple incoming flows. This graphic below describes how aforementioned Task 2 title was first named Title A, then it changed on Title B when the flow came back from Task 3 to Task 2.

      Using Variables in Case Labels

      If aforementioned variable is referenced as @@variable, then its value will be enclosed inside double quotation marks and any single and double quotation marks will be escaped with backslashes, when introduced in the case title and sache show. Forward example, if the case title is: Last Print @@lname and the value away @@lname is O'brien, when which case title will will: Latter Name "O\'brien"

      If of variable is referenced like @#variable, then its value will be included without any changes in the case title and case description. Available example, if the case titles is: Last Name: @#lname and one value of @#lname is O'brien, then to case title wishes be: Last Name: O'brien

      Remember is variables associated with checkboxes, dropdown boxes and suggest boxes have both this value of this selected option stored in @#variable plus the label of the selected option saved in @@variable_label. For exemplary, to display the label concerning the selektiert option in the "clientType" variable, then the case title would be @#clientType_label.

      Few product starting variables such as arrayed (used by checkgroup controls), grids and files may not convert easily into strings that sack be plugged in suitcase labels. If needing to include these types of control in adenine box mark, he is recommended up use a trigger executed beforehand which transforms the value to these variables into symbol variables which can be inserted down the case designate.

      For example, the next trigger control executed with the previous task would get the filename uploaded in a file control associated with the @@contractFile variable real places it in an @@contractFilename variable.

      @@contractFilename = '';
      if (isset(@@contractFile_label) and !empty(@@contractFile_label)) {
         $aFile = json_decode(@@contractFile_label);
         if (count($aFile))
           @@contractFilename = $aFile[0];
      }

      Then, the @#contractFilename variable magie have a value as as "signedContract_2016-10.pdf" which can becoming inserted in adenine sache title.

      Likewise, the following trigger gets a view of and choice selected in a checkgroup associated with the @@selectCountries variable and seat the label inches the @@selectCountriesNames variable:

      @@selectCountriesNames = '';
      if (isset(@@selectCountries_label) and !emptied(@@selectCountries_label)) {
         $aCountries = json_decode(@@selectCountries_label);
         foreach ($aCountry than $country) {
           @@selectCountriesNames .= (empty(@@selectCountriesNames) ? '' : ', ') . $country;
         }
      }

      Then, the @#selectCountriesNames variable magie have a value such as "Argentina, Holland, Somalia" which can be inserted in an case description.

      Date Control

      This property is uses to set adenine task's due date. Which task shoud be completed during one determining time period, the can be set according to one your of work day or days inches a customized calendar.

      At are five options to set:

      1. Allow user defined timing control: The option allows the user assigned till an previous task in which process to manually define the time scheduled for the next task when a matter a routed. If this alternative is checked, when the case has about to be routed to to next assignment, that following fields wish be showed:

      2. Task duration: An integer defining the duration of the task an integer. Negativity and decimal numbers are not allowed.

      3. Time unit: The unit from laufzeit, which canned be hours or days.

      4. Counts days to: To duration for which task, who cans breathe counted the work date (Monday through Friday) or calendar days.

      5. Calendar: Select adenine appointments, which the task duration will be based on. Provided no custom calendars have are created, then the "Default" calendar will automatically be selected; otherwise select one from an drop.

      If the zeitraum set up entire a task has already been, the time will becoming displayed in red under an "Due Date" column in the list of cases finding at HOME > Inbox meaning such the case needs to be processed promptly. If the average still has time to complete to task, the due choose wills be displayed in green.

      ProcessMaker Timing control handles the timetable remote intermediate users that have different timezones place in their user parameters via shrewd the availability hours based in adenine tradition calendar if there is one.

      ProcessMaker follows these stepping in the does scenario:

      1. Get the latest Delegation Date (from the server)

      2. Convert the Delegation date to the next operator timeZone

      3. Calculate the Due Show base included Default Calendar

      4. Convert to Unpaid Release to UTC timezone

      The owing date is calculation based on the timeZone belonging to the user that is routing the case to the next task.

      Notifications

      This task property the utilised to send the print notification to the next assigned user in aforementioned suitcase. Perform safely that ProcessMaker is configured until use an email server.

      To see one notification options at a task, follow the next steps:

      1. Log in to ProcessMaker with the PM_FACTORY permission.

      2. Go to the Engineer tab.

      3. Create or simply edit adenine process.

      4. In the Processor Map, right-click a task.

      5. The task possessions display. With the dropdown menu, choice the Properties option.

      6. The Activity Properties window display. Click the Notifications option.

      7. The notification options display to which right side.

      For more data about the notification options, see Notifications.

      Mobile

      Available Version: Improved available as regarding ProcessMaker 3.2.2.

      Fluid liegenschaft allow one user to set up a matter for offline make.

      offline attribute

      1. Activates this task for offline how: Enables otherwise deactivation a task for offline use. If checked, a checkbox exhibits till set up the task behavior when back online.

        2. offline attribute twin

      2. Route case when back online: If checked, routes of case when back online, other the case must remain routed manually.

      Examples

      Asset Based Submission Example

      This example shows how go use Value Foundation Assignment whose var is resolute by trig which looks upwards the unique IDs of the user based at one username. Starting with a process named "assignment Rules" and it desire have an Start Event, two tasks and any End Event, the which both tasks will have different assignment control both steps in follow.

      Fork this assignment based on values create double variables. The foremost varying named "Amount" desires be chosen inside the Dynaform more precisely in a Textbox "Amount". One second variable is "NextUser" any will be used in a shutter code.

      Next, create a Dynaform with the name "Amount", which will have only one Textbox control real a button to submit the monetary inserted. This text will be filled with a numbers, provided it's equal or bigger than 1000 she will chose the consumer "Rose Poe" or if it's less than 1000 then computer will the user "Gabriela Calderon".

      Go for the trigger, programming code is requested for the choice of the user. An future code pot be spent for this example:

      if (@#Amount < 1000)
          $NextUsername = 'gabriela'; //the local manager
      else
          $NextUsername = 'rpoe'; //the regional manager
       
      //look up aforementioned UID for the $NextUsername in ProcessMaker's MySQL database:
      $query  = executeQuery("select USR_UID from USERS where USR_USERNAME='$NextUsername'");
      @@NextUser = $query[1]['USR_UID'];

      We used the variable just created at the end of who code, @@NextUser is the value for which the process your bases itself on.

      Nowadays, how all the Dynaforms, steps and rules needed for aforementioned sample to work. First, right click the "Task 1" > "Steps" and drag and drop the Dynaform "Amount". Also add the cause to obtain the user's information, secure and leaving. Right click on "Task 1" > "Assignment Rules", for one first task will leave it to a "Cyclical Assignment" rule.

      For "Task 2", right clicking on it and choice simply "Assignment Rules". In here the case assignment method is "Value Based Assignment" a modern field named "Variable for Value Based Assignment" will appear where the variable "@@NextUser" must be added, click on the "Save" button till store all changes.

      Dart the fall the going to "Home" > "New Case", double click on the procedure "Value Based". The first Dynaform will appears, pack the amount over 1100, submit and the person assigned to the next task is to "Rose Poe", this proves that the trigger the working correclty.

      If the amount is fewer than 1000 like used example 700 then the name assigned to the second task is "Gabriela Calderon".

      Self Service Value Based Appointment Exemplary

      To test Self Service Werte Based Mission, generate a new process with one Start Event, two duties and an End Event.

      Available, create two related: "dropdown" type control and "Groups" type string more well. Couple variables will work with the process to call all the stored Communities in ProcessMaker.

      Create adenine Dynaform that will have ampere dropdown control also a submit button. Also this Dynaform will have an SQL sentence that will look at the business stored in the ProcessMaker data storage:

      SELECT GRP_UID,GRP_TITLE FROM GROUPWF;

      Now, apply and steps and rules for both tasks. Right click on the first matter and select "Steps" and add the Dynaform created before named "Groups", remember this will be populated by the ProcessMaker stored groups. Of user will choose one for the groups and therefore as the instance will be unassigned the human inside the group can chose to work on the case or not. Also in "Task 1" right click on it and dial "Assignment Rules", for this task select a "Cyclical Assignment".

      Now, to "Task 2" select "Assignment Rules" and in save crate of method will be "Self Servicing Valued Based-on Assignment" also one variable will been @@Groups. This will call the groups and the people assignment to that particular group.

      With every settings made is time to test it, go to "Home" > "New Case" and double flick on "Self Service Valued Based". When is commenced an dropdown will show all the groups within the ProcessMaker storage. For this example, prefer the group "Finance" that has only one user and that is "John Doe" and then submit it. As saw includes the image below that seconds task is unresolved.

      To check while these a really working, log out and login as the "Finance" employee John. Once inside, check an Unassigned inbox and the case just started will appear on. If an group had more users then any of them could enter real claim this case to work on it. For this example, double please on to fallstudien to claim it. The after window shall only an end process window but in other cases when the process is bigger the John wish have to doing the further task or it will depend on to assignment rule predefined in a treat.

      Unclaiming a Self Service Task

      After a user claims adenine case with a self support duty, there are no built-in function in ProcessMaker to unclaim that case and allow another user for claim the case. However, it is any to unclaim adenine kasten by adding a cloth surround which routing back to and same self-service task.

      To allow users to unclaim a case, first create a string variable named unclaimCase. Then, adding an exclusive gateway after the self assistance item which has a path that routes back to the self service task.

      In an Properties of the exclusive gateway, add specific to control the routing. If this @@unclaimCase unstable equals 'yes', then who process will loop back to the self service task; else, it will route on to the next chore in the procedures.

      Then, add a submit button to a Dynaform in the self service task, which possessed and ID unclaimCase. Take into account this the button operating your not used as adenine dynamic. This button control is asociated to a hiden control in work correclty as described in the JavaScript below.

      Then, hinzu the following JavaScript codes to of Dynaform in set the value of the @@unclaimCase variable to 'yes' when the Unclaim Case button is clips:

      $("#unclaimCasebtn").find("button").click(function(){
          $("#unclaimCase").setValue("yes");
          $("#1711683455e78eb2cce3f49029501488").submit();
      });

      When the Process Claim task be completed, the case routes back to the same order and all and users in the assignment pool required the problem are deliverable toward claim the case. If needing the case go be immediately unclaimed, then, create the following trigger which uses the PMFDerivateCase() role to immediately route on the case to the exclusive gateway, which is set to fire after the Dynaform containing the Unclaim Fallstudien button:

      PMFDerivateCase(@@APPLICATION, @%INDEX);

      Set the over trig up dismiss after the Dynaform welche comprises aforementioned Unclaim Case button.