(Example) Configure Dynamic Task Pool Activity and Load Balancing Activity

Prerequisites

• This example uses the Customer Enquiry app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

• Create a group Inside Sales.

  For more information, refer to Create a Group.

• Create an eForm Customer Follow Up with the existing form Customer Enquiry Form that is available in Customer Enquiry app.

  The Customer Follow Up eFrom contains these fields:

  Form Control	Display Name
  Date	Contact Date
  Drop-Down List	Contact Method Contact Method has these options: Phone E-mail Other
  Text Area	Comments

  When you complete this eForm, the finished eForm looks like this:

  
  
  

Result

When you add the Customer Enquiry app from App Store to your App Builder, and open the process model, it looks like this:

When you complete this example procedure, the finished process model looks like this:

How to Start

1. On the Application Explorer screen, on the My Application pane, click Customer Enquiry > Processes > Customer Enquiry >Process Model.

   
   
   

Procedure

1. On the eForms tab, drag the Dynamic Task Pool (eForms) activity onto your process.

   
   
   

2. On the eForm Configuration screen, select Customer Follow Up eForm.

   Customer Follow-Up is an eForm created in Background and Setup section.

   
   
   

3. Click Next.
4. On the General Configuration tab, in the Name field, enter Customer Follow-Up.

   
   
   

5. Click Next.
6. On the Dynamic Group Participants screen, drag Inside Sales from Groups to Details box.

   The current members of the Inside Sales group can view the task. The Dynamic Task Pool activity checks the members of the Inside Sales group, and assigns the task to the current members of that group.

   
   
   

7. Click Finish.

   The Customer Follow-Up activity shows on the Customer Enquiry process.

   
   
   

Result

When you add the Customer Enquiry app from App Store to your App Builder, and open the process model, it looks like this:

When you complete this example procedure, the finished process model looks like this:

How to Start

1. On the Application Explorer screen, on the My Application pane, click Customer Enquiry > Processes > Customer Enquiry >Process Model.

   
   
   

Procedure

1. On the eForms tab, drag the Load Balancing Task (eForms) activity onto your process.

   
   
   

2. On the eForm Configuration screen, select Customer Follow Up eForm.

   The Customer Follow Up is an eForm that you created in Background and Setup section.

   
   
   

3. Click Next.
4. On the General Configuration tab, in the Name field, enter Customer Follow-Up.

   
   
   

5. Click Next.
6. On the Participants screen, drag Inside Sales from Groups to Details box.

   The Customer Enquiry task is assigned to the Inside Sales group, to ensure the fastest response possible, the Load Balancing Task activity assigns the task to the group member with the smallest number of open tasks.

   
   
   

7. Deselect Assign task to the same participants each time activity runs.

   For more information, refer to eForm Load Balancing Task.

   
   
   

8. Click Finish.

   The Customer Follow-Up activity shows on the Customer Enquiry process.

   
   
   

Procedure

1. To validate a process, refer to Validate a Process.
2. On the Save quick menu, click Save and Check In .

   
   
   

Next, publish the application so people can use it.

Procedure

1. To publish the app, refer to Publish a process-based application.
2. To run the app, refer to Start your process.

Prerequisites

• AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 or higher.

Good to Know

• This procedure is optional. It is provided so you can test the example with an out-of-the-box app.
• This is part of the Background and Setup procedures, but many users preferred this step to appear after the example, not before it.

Get the App

1. Click App Store .

   
   
   

2. In the CATEGORY section, click Marketing.

   
   
   

3. Click the Customer Enquiry app.

   
   
   

4. On the Customer Enquiry screen, click Add.

   
   
   

5. On the Trust App screen, click Trust it.
6. Click Return to site.