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Automatic Workflow Assignment

The Automatic Workflow Assignment project demonstrates how to implement dynamic workflow assignments based on properties of the controlled item.

How it works

A method is attached to the activity as an OnActivate server event (the activate event is fired before assignments are checked, so this is the best place to do dynamic assignments). When the activity is activated, the method finds the controlled item, reads the Reviewer properties and creates an assignment for each. The voting weight is automatically set such that all specified reviewers must vote for the activity to complete.

History

Release Notes
v1.1.1 Tested on Aras v12
v1.1.0 Updated Tags for TOC list
v1.0.1 Tested 11.0 SP12, SP15. Tested on Edge, Firefox 60 ESR, Chrome.
v1.0.0 First release. Tested on Internet Explorer 11, Firefox 38 ESR, Chrome. Though built and tested using Aras 11.0 SP7, this project should function in older releases of Aras 11.0 and Aras 10.0.

Supported Aras Versions

Project Aras
v1.1.1 10.0+, 11.0+, 12.0+
v1.1.0 10.0+, 11.0+
v1.0.1 10.0+, 11.0+
v1.0.0 10.0 SPx, 11.0 SP7

Installation

Important!

Always back up your code tree and database before applying an import package or code tree patch!

Pre-requisites

  1. Aras Innovator installed
  2. Aras Package Import tool
  3. AutoWorkflowAssignment import package

Install Steps

  1. Backup your database and store the BAK file in a safe place.
  2. Open up the Aras Package Import tool.
  3. Enter your login credentials and click Login
  • Note: You must login as root for the package import to succeed!
  1. Enter the package name in the TargetRelease field.
  • Optional: Enter a description in the Description field.
  1. Enter the path to your local ..\AutoWorkflowAssignment\Import\imports.mf file in the Manifest File field.
  2. Select aras.labs.WorkflowAutomationExamples and aras.labs.AutoWorkflowAssignment in the Available for Import field.
  3. Select Type = Merge and Mode = Thorough Mode.
  4. Click Import in the top left corner.
  5. Close the Aras Package Import tool.

You are now ready to login to Aras and try out Automatic Workflow Assignments.

Usage

  1. Log in to Aras as admin.
  2. Navigate to Workflow Examples in the table of contents (TOC).
  3. Create a new Workflow Assignment Example item.
  4. Set one or more of the Reviewer properties on the form to an Identity (ex: Innovator Admin)
  5. Click Done.
  6. Navigate to My Innovator > My Inbasket in the TOC.
  7. Search for active "Do Something" assignments. An assignment should appear for each Identity chosen on the Workflow Assignment Example form.

To review the dynamically created assignments and voting weights, open the Work Item from one of the assignments. On the item form, select Navigate > Workflow to view the workflow process.

Contributing

  1. Fork it!
  2. Create your feature branch: git checkout -b my-new-feature
  3. Commit your changes: git commit -am 'Add some feature'
  4. Push to the branch: git push origin my-new-feature
  5. Submit a pull request

For more information on contributing to this project, another Aras Labs project, or any Aras Community project, shoot us an email at araslabs@aras.com.

Credits

Original Aras community project written by Rob McAveney at Aras Corp.

Project rewritten for Aras 11.0 by Alexander Sklyarskiy. @asklyarskiy

Documented and published by Eli Donahue at Aras Labs. @elijdonahue

License

Aras Labs projects are published to Github under the MIT license. See the LICENSE file for license rights and limitations.