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Ad Hoc agent assignment in Workflow

By Sathis Kumar R, Quintegra Solutions


This Article is about the Adhoc Agent Assignment for workflow. The workflow initiator assigns a recipient to the steps in the
workflow at runtime.
Scenario:
Assigning Adhoc Agent for the task " create the leave form".
Step by step:
Create the new workflow named as "wf_4adhoc "

Drag and drop the activity from the step type.

Now create a new task for leave form.


In that give your own abbreviation and name for the task.
Object Category : BOR Object
Object Type : FORMABSENC.
Method : CREATE.

Now save the task and go back .Now the binding between the task and the workflow was shown like.

Click ok (Tick mark) button.


Now the task complete option was active.
You don't fill any agent for this task. You leave it as empty as shown in the figure.
Now we move to the Task properties. Click the agent assignment icon.
Click here to continue...
Ad Hoc agent assignment in Workflow
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Now choose the task and click the attributes button.


Choose the General Task and click the Transfer button.

You go back to the workflow builder now the Agent Assignment was active.
Click the Ok button.
Now Go to the Extras -> Ad_hoc functions -> Enable the Adhoc Agent Assignment.
Now the enable the Adhoc Agent Assignment Wizard will be opened.

Click the Continue Button.


Now it shows your Task Number and Name and check whether the "insert the workflow constructor and workflow destructor" will be
selected or not. If not means now you select that option.
Click the Continue Button.
Click here to continue...
Ad Hoc agent assignment in Workflow
....Previous

Now the wizard was completed click the Complete Button.


You check the task it will automatically filled the agent name as: &Agent_0001.Agents&
Now you can Save the Workflow and activate it.
Execute the Workflow.
Now its looks like the following figure.
You click the Ad_hoc Agent tab.

You enter the name of the user who wants to do this task . In my Example I entered Developer2. And then click the Check Agent
Button. It automatically creates the random key for that user and it will be assigned to the Agent_001.
Now again click the execute Button.
Now the Leave Form will be waiting for the user to fill.

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