Create a New Task and assign it to the Recipient

Purpose:

The "Create Task with Fallback" workflow card ensures efficient task delegation by assigning tasks to specific roles—dispatcher or purchaser—while incorporating a fallback mechanism to prevent task assignment failures. This card improves workflow reliability and adaptability in dynamic scenarios.

Components of the Card:

1. Title

   • Description: Specifies the title of the task being created.

   • Detail: Provides a concise identifier for the task.

2. Description

   • Description: Describes the purpose or context of the task.

   • Detail: Clarifies the details of the task.

3. Priority

   • Description: Sets the urgency level for the task.

   • Options:

     • High: Requires immediate attention.

     • Medium: Important but not urgent.

     • Low: Can be addressed later.

4. Assigned Role

   • Description: Specifies the primary role to which the task is assigned.

   • Options:

     • Disponent: Assigns the task to the disponent.

     • Purchaser: Assigns the task to the purchaser.

5. Email Notification

   • Description: Enables notifying the assigned user via email.

   • Options:

     • True: Sends an email notification to the user.

     • False: No email notification is sent.

6. Fallback User

   • Description: Provides a fallback option for task assignment if the recipient role is not found.

   • Detail: Allows selecting a user from a dropdown list to ensure task delegation.

Functionality:

• Condition Evaluation: The card executes only if the conditions in the "Where" and "And Sections" are met.

• Task Assignment:

  • The task is assigned to the selected role (dispatcher or purchaser).

  • If the specified role is not found, the task is assigned to a user from the fallback dropdown list.

• Email Notification: Sends an email to the assigned user if email notification is enabled.

Setup and Configuration:

1. Specify Task Details: Enter the title, description, and priority of the task.

2. Select Primary Role: Choose the role to which the task will be assigned (dispatcher or purchaser).

3. Configure Fallback User: Select a fallback user from the dropdown list to ensure task assignment if the primary role is not found.

4. Enable Email Notification: Indicate whether the assigned user should receive an email notification.

Conclusion:

The "Create Task with Fallback" workflow card ensures seamless task delegation by integrating a fallback mechanism. By assigning tasks based on roles and providing an alternate user option, it enhances reliability and flexibility in task management processes.