How to assign a task to multiple users dynamically

Hi Cheenu,

First, if you aren't familiar with how Line Rules, User Tasks, Activities, Slots and Outcomes work, check out the following links first. If you have gone through these before...great! You should be able to piece it all together.

Actions and Outcomes

Activity Rules and the Sequence of Execution

Activity Planning and Slots

Slots and Outcomes

Working with Lines

To set this up, I assume you have a database table, sharepoint list or SmartBox based SmartObject where you manage your KPI's and the assigned KPI owners. The assigned owners with each KPI should be either a K2 user account, or correspond to an Active Directory account, e.g.  DENALLIXjohnr, etc. These will be the destinations in your assigned User Task within your workflow.

Steps:

1. Coming out of the "submit the next step" event on the workflow canvas, setup two line rules. (We evaluate both of these line rules so that the workflow only goes down one of them.)
   1. One line rule will load up the assinged KPI record from your SmartObject and determine if there are "No KPI Owners". If this evaluates to true, route this path to an activity designed to mark your KPI as Approved for that workflow instance.
   2. The other line rule will also load up the assigned KPI record and determine if there "Are KPI Owners", route this line to a User Task that assigns the owners of the KPI an approval task. 
2. With your approval task, based on what requirements 6 - 8 are stating, you want to setup the activity planning in a manner called "Plan just once". Then assign the owners of the KPI the task from your KPI SmartObject. This way all of your KPI owners will receive an approval task, but the first to approve will send the task on. That should cover all three of those scenarios.
3. Next, from your User Task assignment you'll have your Approved outcome line run to the same Mark Approved Activity from 1.1 above to mark the KPI as approved.
4. Then also setup a Disapprove/Rejected outcome to go to an activity setup to mark your KPI as rejected, or whatever you want it to be there.

Are you using K2 Studio/Visual Studio to build your workflow, or K2 Designer?

I have attached a small example description shown in the file: Multiple Destinations Example.pdf (or use the OneNote file if the PDF is too blurry).

Also, if you have access to a K2 VM, I have attached a K2 Package and Deploy file with a small solution, although it's using SmartForms. The Workflow was built in K2 Studio.

Jason

Disclaimer:  The attached package file and examples are provided for learning purposes and are just one way of doing it.   :)