Task Menu: Recipients

The Recipients configuration’s primary purpose is to assign specific user(s), group(s), or role(s) to a task. The individuals assigned, by whatever means, are those individuals who are requested to take action on the task to complete a form, approve a request, etc.

The Recipients configuration has two configuration areas:

• Recipients: Defining the individual(s) who will be assigned to complete the task
• Assignment Settings: Specific configurations that can impact how the user interacts with the task.

Each of these configurations is detailed below.

Assign Recipients

Recipients are those individual(s), group(s), or role(s) that need to take action (to be assigned) on a task. The action could be completing a form, an approval or uploading an Excel document.

Any non-system task will require the assignment of one or many Recipients. Non-system tasks are:

• Form
• Approval
• Task Assigner
• Form Assigner
• Milestone
• Excel Import
• Excel Batch
• Open URL
• PDF Generator
• PDF Merge
• Task Scheduler
• Developer Form
• FTP Push
• General Notification

Recipients are categorized as follows:

• Static: Any user, group of users, or role of users defined within Integrify.
• Dynamic: based on the scope of the existing process request. Dynamic Recipients are as follows:
  • Requester: User who initiates a request.
  • Client: User who a request is initiated on ‘behalf of’ by the requester.
  • Previous Task Completer: The user who completes the previous task in a process.
  • Previous Task Recipient: The User(s) who were assigned to complete the previous task in a process.
  • Requester’s Manager: The manager of the user who initiated the process.
  • Client’s Manager: The manager of the user who initiated the request.
  • Previous Task Completer’s Manager: The manager of the users who completed the previous task in the process.
  • Previous Recipient’s Manager: The manager of the users who were assigned to the previous task in the process.

For each task you add to your process, the same series of Dynamic Recipient recipients will be available for those tasks (except the Requester and Client).

 

Add Static Recipient

As mentioned earlier, a Static recipient can be any user, group of users or role defined within Integrify.  

To add a Static recipient to a task, you may perform a partial first and last name search in the Filter Accounts box provided:

You may limit or increase the scope of your search by checking Contacts, Groups, Roles and Dynamic check boxes below the Filter Accounts field. To access this, click on the filter button next to the magnifying glass icon.

Your search results will be displayed directly below the Filter Accounts field.  To add the user (or group) as a Recipient for the task, just click the add (+) icon:

Once a user/group has been added, the record will be displayed in the Recipients list:

To add multiple recipients at once, use the checkbox on the far left and check all the recipients you'd like to add. You'll notice that the badge at the top of the column will increment with each checked recipient. Once you have all your recipients checked, click the badge to add them all.

To remove a task recipient, just left-click the minus (-) icon next to the recipient.

Adding a Dynamic Recipient

Dynamic recipients are valid users within Integrify, however, they are based on the scope of the process as it is executing.  

For instance, many processes have a form to be completed as the first task in the process.  Rather than trying to figure out who that user might be when the request starts with business rules or other logic, you would use a Dynamic Recipient such as the Requester.  This way, you are always guaranteed that whoever starts the process is the person who will be assigned to that first task in the process.

To add a Dynamic Recipient as a recipient for a task, enter a check mark in the Dynamic checkbox.

If you add no search criteria and a check is entered in the Dynamic checkbox, you will be presented with a list of the all Dynamic Recipients available within this process:

 

Like a Static recipient, just click the add (+) icon.

You will notice as your process grows larger, your available list of Dynamic recipients also increases.  For each task you add into your process, you will have a list of Dynamic recipients associated with the tasks.

Note: If using Client as the Recipient for a Form task, if the Form is the first task in the process, you will have to create a milestone as the first task before the Form. Technically, a request doesn't exist until the first task is completed.

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To view information on Assignment Settings for recipients visit this page.