(Example) Reassign a Task to a Different User from Manage Center

Prerequisites

• A running process.
• These access rights:
  • Enable Manage Center Access
  • Reassign a Task

  For more information, refer to:

  • Roles
  • (Example) Add a Role
• This example uses the Sales Invoice app from the AgilePoint NX App Store.

  For more information, refer to How to Get the App

Good to Know

• As a best practice, if you want to reassign a task, it is recommended to search by process instance name so that you do not reassign a task from the wrong process instance.

  To search by process instance name, you can retrieve it from Work Center. For more information, refer to:

  • Process Details screen (Modern)
  • Task Details screen (Modern)

  In this example, the process instance name is Sales Invoice-2023-07-28T09:53:30:732.

• The Sales Invoice app creates an invoice for products sold by an organization. This app provides a form to enter information for the invoice. The invoice request is then routed for escalating approvals from the finance manager.

  For the use case in this example, after the form submits, the invoice request is routed for escalating approval from the finance manager. If the finance manager is away, a user with the necessary access rights reassigns the Finance Manager Approval task to the CEO so that the task can be completed.

How to Start

1. Click Manage.

   
   
   

2. In Manage Center, click Runtime Management > Tasks.

   
   
   

3. On the Tasks screen, click Filter.

   
   
   

4. On the Filters screen, in the Search By field, select Process Instance Name.

   
   
   

5. In the Process Instance Name field, enter the name of the process instance for the task to reassign.

   In this example, the process instance name is Sales Invoice-2023-07-28T09:53:30:732.

   
   
   

6. Click Apply.

1. On the Tasks screen, select the Finance Manager Approval task.

   
   
   

2. Click Reassign.

   
   
   

3. On the Reassign Tasks screen, in the Reassign The Following Tasks To field, select a user from the list to assign the task.

   In this example, the task is assigned to John Smith.

   
   
   

4. Click Reassign.

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.

Procedure

1. Click App Store.

   
   
   

2. In the CATEGORY section, click Sales.

   
   
   

3. Click the Sales Invoice app.

   
   
   

4. On the Sales Invoice screen, click Add.

   
   
   

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