Agent Assignment on Forwarded Workflows

Joanne Johnson JoanneJohnson at jo-annstores.com
Fri Sep 29 15:47:59 EDT 2006


Good Afternoon, 
I am fairly new to workflows and would like to know what others do in this situation.  
 
I have a small workflow that performs agent assignment using userid's.  In this workflow, the workflow is assigned to a clerical person (userid = A) to be worked.  It goes thru an approval process and depending on the decision, follows a path which executes a background task.  If the dollar amount > $500, a second approval is needed by the supervisor (userid = B) and then it goes down the path of background tasks depending on the decision.
 
Here's my problem.  User A manually forwards their workflow using the Forward icon  to another user (userid = C) who is also a possible agent.  It now appears correctly in user C's inbox.  However, when user C works the wf, since the next workitem in the flow is assigned to User A, it goes back into User A's Inbox.  So user C can't complete the workflow which defeats the purpose of forwarding.
 
It seems to me that I want to capture the userid from the workflow header and pass it in the container and then on all subsequent tasks, replace the assigned agent with the container agent.  Is this the best solution?  Suggestions on how to do this?
 
As always, thanks for your help.
 
Joanne Johnson
Jo-Ann Stores, Inc.

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