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Why isn't the task appearing on a users's tasks list?
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Move a saved form from one user to another?
Only a tenant admin tenant/flow 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 admin can searh 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. The admin can move Below are the instructions for the tenant admin to follow to Joe's saved mortgage application to another person's task list by:
- Login to your tenant as the tenant admin
- Click the Home link in the upper right corner of the page (to the left of the LOGOUT link)
- Click the Tasks tab
- Click the icon
- Select Joe's username from the Locked By User dropdown
- Submit the search form
- View the retrieve results and click the modify icon
- Select a person you want to reassign this task to from the Assign to a different user dropdown
- Enter a reason
- Submit the modify form
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- Login to your tenant as the tenant admin
- Click the Home link in the upper right corner of the page (to the left of the LOGOUT link)
- Click the Tasks tab
- Click the search icon
- Select the form you're searching for from the Form/Flow dropdown
- Select Pending from the Submission Status dropdown
- Click Submit
- View the results and click the modify icon
- Select a person you want to reassign this task to from the Assign to a different user dropdown OR select the Reset to Step
- Enter a reason
- Submit the modify form
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Abort a saved or pending form or flow?
Only a tenant admin user can abort a form or flow. This functionality will be extended to users in a future release. Aborting a form or flow Tenant and flow 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
- Login to the tenant as the tenant admin
Click the HOME link in the upper right corner of the page. See the image below.
- Click the Tasks tab
- Click the search icon
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Now to abort the form/flow. See the results returned by the search form:
- View Click the abort this task icon on the Task List or view the retrieve results and click the modify icon
- Check yes "Abort this task?"
- Enter a reason
- Submit the modify form
The task will be removed from the user(s)' task list. Use caution as an abort form or flow cannot be resumed.
Flow Admins and Designer Users
Flow admins and designer users do not have the option to search for tasks locked by a user.
To Abort all tasks pending for a specific flow:
- Select the flow name from the Form/Flow dropdown
- Select "Pending" from the Submission Status dropdown
- Submit the search form
Now to abort the form/flow. See the results returned by the search form:
- Click on the abort this task icon on the Task List or view the retrieve results and click the modify icon
- Check yes "Abort this task?"
- Enter a reason
- Submit the modify form
Remove defunct tasks from search results?
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Why did a task disappear from my Task List?
Tasks may disappear from your task list for a variety of reasons.
- Manually reassigned
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- /aborted by the tenant/flow administrator
- The task was assigned to a role and another user with that role clicked on the task to perform it.
- 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.