8.3. Process: Task Receiver

This module allows administrators to oversee and manage recipients for tasks across all platform applications.

*For guidance on common form features and functions, please refer to the dedicated section in the manual.

To manage the assignment of a given task, double-click on it from the grid. This action populates the fields in the Properties accordion with the relevant information.

1. Receiver Type: This is a radio button that allows users to select only one option from a set of mutually exclusive options. Administrators 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.

2. Specific Receivers: This is a multi-select dropdown field that retrieves the list of users, roles, and groups in the system. 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 administrator.

3. Defined Receivers: This is a radio button that allows users to select only one option from a set of mutually exclusive options.
   • Administrators 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.
       
       *

       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.
   • 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 established in the Organization Management [Admin] application.

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

4. Submit: This button allows users to save and apply the task assignment.

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