Actually, this is going to be 2 questions:
1. How can someone who receives a K2 task delegate that task to another person? For example, user A recieves an email and an item in their task list. User A opens the task item, which brings up a view on an Infopath form. User A can complete the task, or can fill in a username (User B) and click a 'delegate' button. The task would be fully reassigned to User B and would disappear from User A's tasklist
2. Along the same lines, can a person 'send' their task to another for review, then that person send it back? We are using an infopath form, and can change the view of the recipient so that the only action they can take is to 'Complete Review', which would automatically send it back to the original assignee. But this needs to be able to be done from many tasks within the workflow that are entirely independent from each other. And a complicating factor is that we need to retain the information specifying who reviewed the task, the date/time, and any comments they had.
Any help would be greatly appreciated.
How to delegate a task to someone else
+8
+5Steve,
We currently suport delegation in 2 ways.
OOTB it is available in Workplace
in the K2ROM, there is a redirect command
You could do this in the Info Path Task Pane by making modifications to the K2 enabled task pane. It would require some programming, but you could add a list of people they were allowed to redirect to. Then add a button to the task pane and have the code behind the button call the K2ROM redirect method with the selected user.
Here is a link that shows how to modify the InfoPath Task Pane
http://msdn2.microsoft.com/en-us/library/ms788213(office.11).aspx
Here is another bit of information about doing this from internal K2 coorespondence
I will make a separate post for "Send For Review"
Hope this helps
We currently suport delegation in 2 ways.
OOTB it is available in Workplace
in the K2ROM, there is a redirect command
You could do this in the Info Path Task Pane by making modifications to the K2 enabled task pane. It would require some programming, but you could add a list of people they were allowed to redirect to. Then add a button to the task pane and have the code behind the button call the K2ROM redirect method with the selected user.
Here is a link that shows how to modify the InfoPath Task Pane
http://msdn2.microsoft.com/en-us/library/ms788213(office.11).aspx
Here is another bit of information about doing this from internal K2 coorespondence
I will make a separate post for "Send For Review"
Hope this helps
If the only change you want to make is changing the image that displays in the task pane you can simply replace the file k2_logo.gif in the IPResourceFiles directory on the developers machine. If you want to make further customizations to the task pane you can modify taskpane_new.htm in the same directory. This will work for new K2 enabled InfoPath forms going forward after the changes have been made but will not existing InfoPath forms. To modify existing forms, open the form in design mode and select Tools >> Form Options >> Advanced. On this tab click resources re-add the resource necessary, either just k2_logo.gif or an entire custom task pane. Save and close the form and you will now see the new changes.
Just remember that all developers who will be creating InfoPath enabled processes will need these custom files on their development machines as well.
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