9.2. Process: Task Receiver

In the Process: Task Receiver form, there are two tabs to consider: Task Types and Task Type Properties.

1. Task Types

In this tab, users can view a comprehensive list of all available tasks across all applications.

*To edit the properties of a given task, users must first double-click on it in the Task Types tab. They will then be automatically redirected to the Task Type Properties tab, where they will find the task’s properties on display.

2. Task Type Properties

In this tab, users can view and modify the properties of the selected task.

*For guidance on how to utilize multi-select dropdown fields, click here.

• Receiver Type: This is a radio button that allows users to select only one option from a set of mutually exclusive options. Users can distinguish the receiver type as either specific or defined.
  • If Specific is selected, it will enable the Specific Receivers dropdown.
  • If Defined is selected, it will enable the Defined Receivers radio button.

!This feature applies to specific and defined receivers only, as dynamic receivers are assigned directly in the relevant task or form.

• Specific Receivers: This is a multi-select dropdown field that retrieves the list of departments, roles, users, and groups (from the Organization Management section of the Admin application). It allows for multiple receivers to be selected at a time.

*Specific receivers are individual users, roles, or groups that are explicitly identified by the user.

• Defined Receivers: This is a radio button that allows users to select only one option from a set of mutually exclusive options.
  • Users can choose one of the following criteria:
    • Current Role: This option allows for the task to be sent to the current role.
    • Current Role Department Management: This option allows for the task to be sent to the current department manager.
      • A task can only be assigned to the current department manager if the previous step in the workflow was assigned to a role.
    • Starter Role: This option allows for the task to be sent to the starter role.
    • Starter Role Department Management: This option allows for the task to be sent to the starter department manager.
    • Current User: This option allows for the task to be sent to the current user.
    • Starter User: This option allows for the task to be sent to the starter user.
  • Depending on the criteria selected, the system will automatically assign the task to the appropriate receiver(s).
    

    **The system will determine the role of the user and position of the manager by referring to the information set up in the Organization Management [Admin] application.

  • For general reference:
    • A starter user or role refers to the person or role responsible for initiating a workflow or process.
    • A current user or role refers to the person or role currently working on or interacting with the workflow or process.

*Defined receivers are not explicitly identified by the user. Instead, they are defined by the system based on certain criteria or conditions.

• Save: This button allows users to save the task assignment.

!Any changes made to the receiver in the DBP web application will be automatically updated in the Designer, and vice versa.