I am integrating InfoPath with a BP process, and was looking for some advice on destination planning.
Scenario 1
A task should be sent to multiple users, consisting out of 3 possible groups. Only one person should be able to complete the task. The group that should be used for the destination should be selected in a previous activity.
- I thought of creating 3 active directory groups, each containing their respective users.
- Use a custom SQL table and populate it with the names of the 3 AD groups, use the Dynamic SQL Service tot populate the names from the table into a drop down control on the InfoPath form to select from.
- Then specify the destination of the activity to be the selected value in the dropdown, thus the xml field value, that relates to the AD Group. I actually do not think this would work as K2 might not resolve the value to be a group from AD and then not send each user in the group a task?
- Then choose advanced destinations, Plan per Destination, All at Once and specify only 1 slot to be available?
Maybe there is a better approach to the above scenario?
Scenario 2
A task should be sent to multiple people, consisting out of a single group, where only one person should be able to complete the task.
- Therefore, one AD group and its users would be created
- Create a role in K2BP, add the AD group to the role?
- Specify the destination of the activity as the role?
- Then choose advanced destinations, Plan per Destination, All at Once and specify only 1 slot to be available?
Any ideas on this scenario?
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The other thing I need to consider...
Is it possible to allow users to save info on a form, which was received as a task, but do not complete the task. In other words, userA and userB receives a task as they belong to the same group/role. userA opens the task first, makes some changes and saves it, but do not complete the task. When userB opens the task, this user might want to view changes to the task made by userA, then complete the task.
I am aware that an action may be created to only update the task and not complete it. But the above scenario should not work as the task info is not merged, but the users receive their seperate instances of the task, correct? What would happen if Plan All At One was chosen instead, then a single instance of the task is created? Not sure if the merge scenario is possible...?
Any feedback appreciated.