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Why isn't the task appearing on a

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user's tasks list?

There are two common reasons for this. The first is that often times workflow designers create a workflow by first creating a form and then dragging that form into the workflow. This is good design practice. However it's also common to name the workflow the same name as the form. It's easy to make the mistake when testing the workflow to click the "test" button on the form rather than on the workflow of the same name. First make sure you're not making this mistakeyou may have both a form and a workflow with the same name. This can happen if you create a standalone form and then create a workflow that includes that form. If you accidentally tested the form instead of the workflow, no task will be created.

Another reason is that your  and frevvo and users database were was incorrectly created. If you cannot get any workflow to appear on a task list, revisit the installation instructions and ensure that your  and frevvo and users database were was created with UTF8 encoding.

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Only tenant/workflow admins or a designer user can move a saved form from one user's task list to another user's task list. Only the teanat tenant admin can searh search for tasks locked by specific users. Imagine Joe in the mortgage processing department is out sick and he has a loan application he began to process and clicked "Save" to finish later. Below are the instructions for the tenant admin to follow to move Joe's saved mortgage application to another person's task list:

1. Login

   Log in to your tenant as the tenant admin

2. Click the Home link in the upper right corner of the page (to the left of the LOGOUT link)

3. Click the Tasks tab

4. Click the

   Image Removed icon

   magnifying glass icon to Search the task list.

5. Select Joe's username from the Locked By User dropdown

6. Submit the search form

7. View the

   retrieve

   retrieved results and click the

   Image Removed modify icon

   pencil icon to modify the desired task

8. Select a person you want to reassign this task to from the Assign to a different user dropdown

9. Enter a reason

10. Submit the

    modify

    form

The task will now be on the new person's task list.

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The tenant admin is the only user that has access to the task list of every other user in your tenant. If there is a task that you cannot find, perhaps it's on the task list of a user who is out of the office (sick day, vacation,...) the admin can find and reassign that task.

1. Login

   Log in to your tenant as the tenant admin

2. Click the Home link in the upper right corner of the page (to the left of the LOGOUT link)

3. Click the Tasks tab

4. Click

   the Image Removed search

   the search icon

5. Select the form you're searching for from the Form/Workflow dropdown

6. Select Pending from the Submission Status dropdown

7. Click Submit

8. View the results and click

   the Image Removed modify

   the modify icon

9. Select a person you want to reassign this task to from the Assign to a different user dropdown OR select the Reset to Step

10. Enter a reason

11. Submit the

    modify

    form

The task will now be on the new person's task list or reset to a prior step depending on your selection.

The same steps can be performed by a non-admin user. However, the only forms that a non-admin user will find in the search results are those that this user actively participated in filling the form. A form that was on a user's task list because it was sent to a role this user happens to be a member of, but another user performed the task, will not appear in this user's search results.

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Tenant and workflow admins or the designer user that created a workflow can abort workflow tasks. Aborting a workflow task removes that task from users' task lists. 

Tenant Admin

1. Login

   Log in to the tenant as the tenant admin

2. Click the HOME link in the upper right corner of the page. See the image below.

3. Click the Tasks tab

4. Click

   the Image Removed search

   the search icon 

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To Abort a task pending for a specific user:

1. Select the username from the Locked By User dropdown

2. Submit the search form

To Abort all tasks pending for a specific workflow:

1. Select the workflow name from the Form/Workflow dropdown

2. Select "Pending" from the Submission Status dropdown

3. Submit the search form

Now to abort the form/workflow. See the results returned by the search form:

1. Click on

   the Image Removed abort

   the abort this task icon on the Task List or view the

   retrieve

   retrieved results and click

   the Image Removed modify

   the modify icon

2. Check yes "Abort this task?"

3. Enter a reason

4. Submit the

   modify

   form

The task will be removed from the user(s)' task list. Use caution as an abort form or workflow cannot be resumed. 

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To Abort all tasks pending for a specific workflow:

1. Select the workflow name from the Form/Workflow dropdown

2. Select "Pending" from the Submission Status dropdown

3. Submit the search form

Now to abort the form/workflow. See the results returned by the search form:

1. Click on

   the Image Removedabort

   the abort this task icon on the Task List or view the

   retrieve

   retrieved results and click

   the Image Removed modify

   the modify icon

2. Check yes "Abort this task?"

3. Enter a reason

4. Submit the

   modify

   form

Remove defunct tasks from search results

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Why do tasks still appear in the history search results  even after they have been completed or aborted?

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Tasks may disappear from your task list for a variety of reasons. 

1. Manually reassigned/aborted by the tenant/workflow administrator

2. The task was assigned to a role and another user with that role clicked on the task to perform it.

3.  can

   frevvo can monitor workflow tasks that must be started or completed within a certain time limit. When the specified time limit is reached, the task may be reassigned to another user. See Escalations.