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  1. PUBLIC - Liferay Portal Community Edition
  2. LPS-102664

[Dashboard] Bulk reassign workflow instances

    Details

      Description

      As an execution manager, I want to bulk reassign workflow instances from overloaded users, so that I can uncloak my workflow and solve bottlenecks in my process execution.

      Context
      The Workflow Metrics is capable of helping users understand predict delivery times and understand which participants are meeting the expected deadlines at each stage of the process. However, when a bottleneck is found due to a couple of users being overloaded with tasks, one of the main actions that execution managers may need is reassign some of those tasks to other user that are idle or less overloaded.

      This Story aims to allow users to choose a multiple instance in the Workflow Metrics instance list screen and reassign them to another user.

       

      Design Deliverables

      Bulk Reassign With Same Reassignee Mockups

      Bulk Reassign With Different Assignees

       

      Acceptance Criteria
      1- User should be able to mark the checkboxes of one or more instances in the "Workflow instances list screen" and bulk reassign all tasks of those instances to another user;

      2- The bulk reassign option should be available in all and any "Workflow instances list screen", doesn't matter how the user did access it;

      3- The reassign option should open a modal, according to the mockups, and list all the pending (open) tasks associate with each and all instances selected. This screen should also let the user select which tasks he desires to reassign to another user;

      • The user should be able to filter this task list screen per Role or per Step.

      4- After selecting the tasks he wishes to reassign, the user should be redirected to a second screen, in which he can either:

      • 4.1- Choose a new assignee for all the tasks;
        • This option should let the user select only assignees that are compatible with all selected tasks;
      • 4.2- Choose a new assignee for each task individually tasks
        • This option should let the user choose the assignee of each task. The system should only allow user to select the assignees that are compatible with the task.

      5- [Nice to have] If feasible, when listing the compatible new assignees for that instance, the system could also inform how many Workflow tasks are assigned for each user of the list in that moment.

      Definitions of Done

      • Related tests created and passed successfully;
      • All Acceptance Criteria were passed;
      • Make sure that all system documentation were updated (if necessary);
      • Validated by QA, Product Designer and/or PM;
      • No critical issue related to Story scope (ex.: similar of a FP4, FP5 bug);
      • Code with peer review completed.

        Attachments

          Issue Links

          1.
          Test Cases creation Technical Task Closed Dennys Barros (Inactive)  
          2.
          Data Visualization Technical Task Closed Brian Chan  
          3.
          Create an endpoint Technical Task Closed Brian Chan  
          4.
          Create components to bulk reassign Technical Task Closed Brian Chan  
          5.
          New Assignee is not filtering the current user Technical Task Closed Brian Chan  
          6.
          [BUG] Improvements on metrics to be consistent with other portal components Technical Task Closed Brian Chan  
          7.
          QA Test Validation - Round 1 Technical Testing Closed Dennys Barros (Inactive)  
          8.
          [BUG] Instance with concurrent pending tasks are not opening the bulk reassign task modal Technical Task Closed Brian Chan  
          9.
          [BUG] Bulk reassign modal is letting completed tasks to be reassigned Technical Task Closed Brian Chan  
          10.
          [BUG] Pagination is not working correctly on Bulk reassign - Select New Assignees step Technical Task Closed Brian Chan  
          11.
          [BUG] Bulk reassign tasks order is not the same as the All Items page Technical Task Closed Brian Chan  
          12.
          [BUG] "Unexpected error" messages are not consistent between Single Reassign and Bulk Reassign actions Technical Task Closed Brian Chan  
          13.
          [BUG] Selecting "Use the same assignees for all tasks" but then deselecting it, lets the button "Reassign" still enabled to be clicked Technical Task Closed Brian Chan  
          14.
          [BUG] Success message is not in accordance with Figma Technical Task Closed Brian Chan  
          15.
          [BUG] Bulk reassign action is retrieving tasks from all workflow processes Technical Task Closed Brian Chan  
          16.
          QA Test Validation - Round 2 Technical Testing Closed Dennys Barros (Inactive)  
          17.
          [BUG] New assignee field not working correctly Technical Task Closed Brian Chan  
          18.
          [BUG] Dropdown from New Assignee field is not closing when the focus is lost Technical Task Closed Brian Chan  
          19.
          [BUG] Dropdown from New Assignees should be active regardless of the user starts to write the name of an eligible user Technical Task Closed Brian Chan  
          20.
          [BUG] "TypeError: Cannot read property 'id' of undefined" is thrown when the user reassigns tasks after the modal is opened twice Technical Task Closed Brian Chan  

            Activity

              People

              • Assignee:
                dennys.barros Dennys Barros (Inactive)
                Reporter:
                matheus.xavier Matheus Xavier
                Engineering Assignee:
                Matheus Xavier
                Recent user:
                Luciana Silva
                Participants of an Issue:
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                Dates

                • Created:
                  Updated:
                  Resolved:

                  Packages

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                  Master