Trigger Tasks

A task may be configured for automatic assignment based on the completion of one or more trigger tasks. The system check each time a task is completed to see if another task in the workflow should be triggered by the completion. The system automatically then assigns the triggered task to the appropriate task recipient.

A task can be configured with one or multiple trigger tasks. If configured with one trigger task, then the task is assigned automatically when that sole trigger task is submitted. If configured with multiple trigger tasks, the task is assigned automatically only when all trigger tasks have been completed, i.e., the completion of the last trigger task will activate assignment of the triggered task.

Tasks can be configured to allow repeat automatic assignment. For a task with one trigger task, if the trigger task is completed for an additional time after the first assignment and completion of the triggered task, the triggered task will be assigned automatically again. For a task with multiple configured trigger tasks, if any of the trigger tasks is completed for an additional time after the first assignment and completion of the triggered task, the triggered task will be assigned automatically again. (It is not required that all the trigger tasks be completed again before automatically assigning the triggered task for the additional time.)

Trigger tasks may be used with both production task workflows and editorial task workflows (using Task Manager).

To Configure:

Go to PolicyManager > ProduXion Manager > Configure Submission Workflows and Production Tasks.

Click the Edit link next to the applicable workflow. This opens the Configure Submission Workflow page.
Click the Edit link next to the task that should be assigned automatically based on trigger tasks. This opens the Edit Submission Production Task page. (Or click Add New Task Type to create a new task.)
In the Assignment Options section, check the box next to the setting, Assign Automatically when all Trigger Tasks are completed (if configured in the workflow).
Click Submit to return to the Configure Submission Workflow page.
In the Trigger Tasks section of the workflow grid, click the Edit icon (pencil). A multi-selector list of all preceding tasks in the workflow will appear.
Select one or more trigger tasks in the multi-selector list.
Select Yes or No in the allow repeats column. When set to Yes, this task can be assigned more than once if any trigger task is repeated.
Click the Save icon.
The workflow grid (on the Configure Submission Workflow page) displays an Edit icon for all tasks configured as trigger tasks. Click the Edit icon to open the Trigger Task(s) multi-selector tool.
Use the multi-selector tool to choose one or more trigger tasks.
Click the Save icon.

For details on task configuration, see Configure Submission Production Tasks or Editorial Tasks.