Skip to main content

Tasks

Assisted Tasks (Tab)

User Access

To enable the Assisted Tasks (Tab), grant the 'Read' permission for the 'Filter' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
Assisted Tasks (Tab)FilterRead*

Create Instance

User Access

To enable the Create New Instance (Button) in the assisted tasks screen, grant the 'Read' (AND) 'Create Instance' permissions for the 'Process Definition' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
Create New Instance (Button)Process DefinitionCreate InstanceRead*
Remember

You need to have both the 'Create Instance' (AND) 'Read' permissions in the authorization rule.


Manage Filters

User Access

To enable the Manage Filters (Icon) on the assisted tasks screen, either the 'Edit' (OR) 'Delete' feature for the filters must be enabled.

User Access

Now, to enable the Edit feature, grant the 'Update' permission, and to enable the Delete feature, grant the 'Delete' permission for the 'Filter' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
EditFilterUpdate*
DeleteFilterDelete

Create Filter

User Access

To enable the Create Filter (Icon) feature in the assisted tasks screen, grant the 'Create' permission for the 'Filter' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
Create Filter (Icon)FilterCreate*

Claim, Unclaim, & Reassign

User Access

A) To enable all three Claim, Unclaim, (AND) Reassign features of the assisted tasks, either grant the 'Update' permission for the 'Task' resource, (OR) grant the 'Update Task' permission for the 'Process Definition' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
ClaimTaskUpdate*
Unclaim
Reassign
ClaimProcess DefinitionUpdate Task*
Unclaim
Reassign

B) To enable the Claim (AND) Unclaim features of the assisted tasks together, grant the 'Task Work' permission for either the 'Task' (OR) 'Process Definition' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
ClaimTaskTask Work*
Unclaim
ClaimProcess DefinitionTask Work*
Unclaim

C) To enable just the Reassign feature of the assisted tasks, grant the 'Task Assign' permission for either the 'Task' (OR) 'Process Definition' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
ReassignTaskTask Assign*
Process DefinitionTask Assign

Delete

User Access

To enable the Delete feature for the assisted tasks, grant the 'Delete' permission for the 'Process Instance' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
DeleteProcess InstanceDelete*
Note

The Delete (Icon) becomes visible after a task is selected. (Important: However, only the task owner has the authorization to delete the task.)

User Access


Details

User Access

To enable the Details (Tab) in the assisted task's forms screen, grant the 'All' permission for both the 'User' (AND) 'Group' resources.

FEATURERESOURCEPERMISSIONSRESOURCE ID
DetailsUserGroupAll*
Remember

To view the Details Tab, you require both the User (AND) Group resources with the All permission.


Solo Tasks (Tab)

User Access

To enable the Solo Tasks (Tab), grant the 'Read' permission for the 'Solo Session' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
Solo Tasks (Tab)Solo SessionRead*

Unassign & Reassign

User Access

To enable both the Unassign (AND) Reassign features of the solo tasks together, grant the 'All' permission for the 'Solo Session' resource.

FEATURERESOURCEPERMISSIONSRESOURCE ID
UnassignSolo SessionAll*
Reassign