Transferring work items

You might want to transfer a work item to another user, for example, if the work-item owner is on vacation and the work item must be completed before this person returns.

Before you begin

To transfer a work item you must have one of the following roles.

Role Task state Work items can be transferred to the following user roles:
Owner Claimed Potential owner, administrator.
Starter Terminated, expired, finished, failed, or running Potential starter, administrator.
Originator Any task state Potential instance creator, administrator. If the task is in the active state, it can be transferred to any user role.
Administrator Ready, claimed, terminated, expired, finished, failed, or running Any user role.

Why and when to perform this task

In Business Process Choreographer Explorer, complete the following steps to transfer a work item.

Steps for this task

  1. Display the task instances that you administer.

    Click Administered By Me under Task Instances in the navigation pane.

  2. Display the work items for a task instance.

    In the Task Instances Administered By Me page, select a task instance and click Work Items.

  3. Transfer the work item.
    1. In the New Owner field, specify the user ID of the new work-item owner.

      If you are the task administrator, you can transfer the work item to anyone. If you are the current owner of the work item, you can transfer the work item only to another potential owner of the work item or the task administrator.

    2. Select one or more roles from the Reason list. These roles determine the actions that the assigned person can perform on the transferred work item.
    3. Click Transfer.

Result

The transferred work item appears on the list of tasks belonging to the new work-item owner.

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Last updated: Thu Apr 27 14:23:50 2006

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