Ad Hoc Workflow 

Purpose

There are two types of ad hoc workflow:

Ad hoc agent assignment

A workflow of this type enables agents to be assigned to workflow steps when the workflow is started. During workflow execution the agent assignment can be changed by authorized users at any time for steps not yet completed.

Ad hoc definition

Once you have selected a work item in the Business Workplace, you can start workflows that use the application object of the work item. If the workflow required does not yet exist, you can create it ad hoc.

Prerequisites

To execute an ad hoc definition effectively, tasks groups must be assigned to the application object types. For further information, refer to Defining Task Groups for Ad Hoc Workflows.

Process Flow

Ad hoc agent assignment

You can convert an existing workflow into an ad hoc workflow in the Workflow Builder. No responsible agents should be entered in the step definitions for all steps to which ad hoc users are to be assigned during execution. Container elements are created automatically by the system in the workflow container and the relevant task containers during conversion into an ad hoc workflow. An expression is assigned to the input fields for responsible agents.

For further information, refer to Defining Ad Hoc Agent Assignment.

If this ad hoc workflow is started by a user, this workflow initiator defines the recipients who are to execute the individual steps. Throughout the execution of the workflow the workflow initiator can change this assignment of recipients for steps not yet completed at any time.

For further information, refer to Executing Workflows with Ad Hoc Agent Assignment.

Ad hoc definition

If you select a work item in the Business Workplace, you can choose Environment ® Start Workflows. This displays a dialog box for starting workflows, in which only the workflows that work with the application object of the selected work item are offered. Here you can define a workflow ad hoc if the workflow you require does not exist yet. The Workflow Builder (with restricted functionality) can be used to define the ad hoc workflow. Tasks are available in the tray My workflows and tasks, which you can use in the workflow definition.

For further information, refer to Defining Workflows Ad Hoc.