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Business Process Portal Manager's Guide
Using the Instance Manager : Reassigning Assigned Tasks
 

Reassigning Assigned Tasks

To reassign one assigned task, a selected batch of assigned tasks, or all assigned tasks to specified performers:
1. In the Management module, click Instance Manager > Tasks to view the Performer List page.
2. Select an application from the Application drop-down list.
3. Select Assigned from the Task Type drop-down list, and click Go. The Performer List page appears.
Note: The Performer List page displays only user and group performers. It does not display any performer for a task having queue as a performer.
4. Before you reassign tasks, you need to select the performers whose tasks you want to reassign. To locate specific performers, use the search functions on the Performer List page.
a. To search for all performers for a specific search criteria, enter an asterisk (*) in that search field.
b. The asterisk also serves as a wild card for the Performer box. For example, you can search for users named McPherson by entering any of the following:
*Mc* locates all performers with a name beginning in Mc.
**pher* locates all performers with names containing "pher".
**son locates all performers with a name ending in "son".
*M*n locates all performers with names starting with M and ending with n.
c. Click Search.
The Reassign Assigned Tasks page appears and enables you to reassign an assigned task (i.e., change the performer property of a task). This page contains two frames: the top frame lists the specified performers for the selected application; the bottom frame enables you to select a common performer for all the instances listed in the top frame.
5. On this page you can perform the following functions:
a. To reassign the selected task(s) to a common performer:
*Select one or more specific task checkbox(es) in the top frame.
You can select the checkbox in the column header to select all the tasks on the current page.
*Enter a performer’s name in the Common Performer box or use the Edit Performer icon () to open the Search Users page, where you can search for, then add, a specific performer.
*Click Apply. The selected tasks are reassigned to the specified performers after your confirmation.
*Click Save. Business Process Server saves the current settings.
b. To reassign all task(s) across all pages to a common performer:
*Enter a performer’s name in the Common Performer box or use the Edit Performer icon () to open the Search Users page, where you can search for, then add, a specific performer.
*Click Reassign All to reassign, with one click, a batch of tasks to various performers. A warning appears, stating that all tasks for the selected application is reassigned and asks if you want to continue. You cannot undo this operation, so make sure all information is correct. Click OK. All tasks are reassigned to the specified performers after your confirmation.
Tasks assigned to non-existent or unavailable performers are reassigned to a back-up performer, which could be a single user or group, specified in the Process Properties dialog box in Progress Developer Studio for OpenEdge. For information on specifying the back-up performer, refer to the "Defining Process Properties" section of the OpenEdge Getting Started: Developing BPM Applications with Developer Studio.