Task assignment

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Applies to version: 2020.3.x and above; author: Józef Cyran

 

The idea of the application

The application allows you to assign tasks to the appropriate groups – each group contains a list of employees responsible for the specified tasks. For example, by assigning a task to the appropriate group based on the category, you can improve task support by the support department. In the process, the maximum number of tasks for one employee has been defined. When all employees in the group have a maximum number of tasks (defined for the process), the next one go to the queue (the system step) and wait for one of the employees to complete their task.

Used processes

Create Task – the main process of the application, used to create tasks for groups. It assigns tasks to the “free” employees in a given group, and allows the employee to mark task completion. The workflow consists of two actions and one control step.

Fig. 1. The “Create Task” process

 

Task Groups – the process used to define groups of tasks and assign the employees to them. Groups of tasks go to the “Group Active” step and they can be edited.

Fig. 2. The “Task Groups” process

 

Implementation

Let’s create the “Task Groups” process that allows you to create a dictionary of the available task groups. You can use the dictionary process. Assigning users to the group may look like this:

Fig. 3. Creating the group with employees

 

Enter the name of the group of tasks for which tasks can be created and their members – people responsible for task realization. Data from this process will be a source in the Task type choice field configuration in the TASK workflow.

Fig. 4. The “Task type” field with example values from the data source

 

 

As ID in the “Task type” form field, you should use the instance ID that contains a group of tasks (Instance number).

Fig. 5. Process constant – Maximum number of tasks per person

 

A good practice is to use constants in processes – they allow for wide parametrization and also protects you against the need to change the parameter value in all places where it is used.

Next, configure the “Queue or assign” control step – below there is a business rule used to select the appropriate path:

Fig. 6. The rule configured in the “Queue or assign” step

 

The condition checks if the number of all tasks in the selected group is less than the product of the number of employees in this group and the process constant, that means the maximum number of simultaneous tasks for an employee. If so, the task is assigned to one of the employees of this group (the “Assign” path), if not, the task goes to the “Queue” step.

Fig. 7. The query that returns the number of tasks assigned to all employees from the group

 

The limitation in the query above selects only those elements that are:

  • TASK type (narrowed down to the WFD_DTypeID = ‘TASK’ form type)
  • Currently in the realization (WFD_STPID = ‘In progress’)
  • Assigned to the same category/task type (Task type)

In the WFElements table there are workflow instances from all processes so you must add the conditions for the individual columns: the WFD_STPID column contains information about step where the form is located, and the WFD_DTypeID column defines the form type (the form type ID). For more information about the WFElements table see: https://howto.webcon.com/wfelements-table-description/.

With this narrowing down, only the relevant elements will be counted.

Fig. 8. The query that returns the number of employees in the group

 

The query counts how many users (Member) in the group are assigned to the given task category (Task type). Data are loaded from the WFElementDetails table, which stores all information entered to the item list – a list of members defined in the “Task Groups” process. In this table add filters for the values in the columns:

  • DET_WFDID – ID of the instance where the item list is located
  • DET_WFCONID – defines the item list ID (in one form type they can be several item lists – DET_WFCONID allows you to select the interesting one)

More information: https://howto.webcon.com/wfelementdetails-table-description/.

When a new task is created, the system checks if there is an employee to whom the task can be assigned. If not, the instance goes to the “Queue” step, if so – follows the “Assign” path where the “Set responsible person” action is performed to complete the person responsible for the task execution.

Fig. 9. The configuration of the “Set responsible person” action

 

The action inserts the appropriate person in the “Responsible” field to whom the task is assigned in the next step. Below there is a query used to select a person:

Fig. 10. The “Responsible” field is the person or group type. The SQL query returns an employee’s login to whom the task is delegated and sets them as a field value

 

The query returns the user’s login (PersonLogin) – the ID of employee who receives a task based on the item list in the “Task Groups” process, where the employee’s list assigned to a given task category has been entered. The “NumberOfTasks” column is used to sort employees and select the one with the least tasks assigned. The “RandomValue” column is used to a random distribution of tasks for employees with the same number of assigned tasks.

The “PersonLogin” column is returned as a query on the WFElementDetails table, a condition:

  • DET_WFDID = ‘Task type ID’ narrows down the number of returned employees to these who are in the selected group on the form of a given task
  • DET_WFCONID = ‘Group members ID’ limits the rows to those in the “Group members” item list in the “Task Groups” process

In the main query, there is a sub-query used to receive the number of tasks assigned to the employee. All elements are returned, where:

  • the form type is the TASK type (limited only to elements from the “Create task” process)
  • located in the “In progress” step (currently in realization)
  • a person responsible for realization is member of the group that is assigned to task realization in the “Task Groups” process

RandomValue assigns a random number to each returned employees. Results are sorted by the number of tasks and if this number is the same for several employees – the result is sorted by RandomValue.

The last action to be configured is “Move workflow (SQL)” – in this example it is “Assign new task for me”. This action is started when an employee ends an active task and a SQL query is used to return the ID of the next instance – a task in the queue. This task can be assigned to the employee who has just completed the task (they can take a new task).

In the configuration of the action indicate a path on which the workflow is to be moved.

Fig. 11. The „Assign new task for me” action configuration

 

On the “Data” tab indicate an instance ID which must be updated.

Fig. 12. Selection of the instance to be updated

 

The SQL query presented above selects the instance ID (TASK type) which is in the “Queued” step. The returned columns must be indicated WFD_ID as an instance ID to be moved and values to update data as columns with the form field names of the shifted form. When assigning, you want to fill in the “Responsible” form field by a person to whom the task will be assigned.

Application

Create groups with employees.

Fig. 13. Defined groups and assigned employees

 

Now, create a task in the “Create task” process – enter the task type and description.

Fig. 14. Creating a new task

 

All employees have assigned a maximum number of tasks (in this example – 2) so the created instance is waiting in the queue.

Fig. 15. The report with number of tasks assigned to each employee in a given group

 

When one of these is marked as completed, the instance will be automatically sent for realization.

Fig. 16. Marking another instance as completed

 

Fig. 17. The “Check the lightbulb on floor 3” task was moved to the “In progress” step by using the “Assign new task for me” action. It is assigned to a person who marked the previous task as completed

 

Described processes allow you to quickly add the task queueing mechanism to any WEBCON BPS application.

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