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.

Last updated

Was this helpful?