DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

Take Assignment And Open screen (Modern, SharePoint On-Premises)

Assigns the task to you and opens the task form in Modern Work Center.

Take Assignment And Open screen — Figure: Take Assignment And Open screen

Prerequisites

SharePoint in an on-premises environment.
For SharePoint for Microsoft 365, refer to AgilePoint Intelligent Process Automation for Microsoft 365.
The task is assigned to a pool of users.
AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

Good to Know

Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

How to Start

In on-premises SharePoint, on the SharePoint site, open the AgilePoint Work Center web part.
Click Inbox > Tasks.
On the task list, click Ellipses (...) > Take Assignment And Open.

Fields

Field Name	Definition
Open Task	Description: Opens the form for the specified task.
Status	Description: Shows the status of the task. Allowed Values: Read only. The status can be one of these: New - Specifies a task that is New. Assigned - Specifies a task that is Assigned. Overdue - Specifies a task that is Overdue.
Assigned Date	Description: Shows the date and time the task was assigned to the participant. Allowed Values: Read only.
Due Date	Description: Shows the date and time the task is due to be completed. Allowed Values: Read only.
Priority	Description: Shows the importance for a task. Allowed Values: Read only. The task priority can be one of these: Normal - Specifies a normal priority task. Low - Specifies a low priority task. High - Specifies a high priority task. Default Value: Different for different tasks.
Assigned To	Description: Shows the participant assigned to the task. Allowed Values: Read only.
Session	Description: Shows the number of sessions the activity has Completed. Allowed Values: Read only.
Initiator	Description: Shows the name of the user who started the process. Allowed Values: Read only.
Process Instance	Description: Shows the process instance name. Allowed Values: Read only.
View Process	Description: Opens the Process Viewer that shows the current status of the process. For more information, refer to Process Viewer screen.
App	Description: Shows the name of the app. Allowed Values: Read only.
Process Model	Description: Shows the name of the process model. Allowed Values: Read only.
Description	Description: Shows the description for the task. Allowed Values: Read only.
People in the group	Function: Shows a list of participants in the pool who can complete the task. Allowed Values: Read only.
Take Assignment And Open	Function: Assigns the selected task to you and opens the task form.