Workflow Agent not Determined for Task with Classification

[Former Member]

Hi All,

I am having an issue with Agent Determination when using a Task that has a classification to prevent forwarding (see classification below).  From what I can tell, this is defined correctly in order to prevent forwarding.

My rule also appears to be working correctly based on testing via PFAC (see below).

The Bindings appear to be correct (see screen below) within the workflow.

However, when testing the Workflow, the agent does not appear to be determined.

I am not sure what I am doing wrong.  When I test the rule scenario in PFAC it provides the correct agent yet the WF fails for the same scenario.

Can anyone help me understand what I am doing wrong?  Thanks in advance for your help.

John  

[Richa_Gupta · Accepted solution]

Hi John,

You need to set up the possible agents for your task and also select the 'General forwarding allowed'.

As Modak mentioned, actual agents are the intersection of possible agents and responsible agents. So, you need to make sure that the required approver is also set as possible agent as shown above along with the responsible agent settings.

Hope this helps.

Regards,

Richa

[Former Member · Accepted solution]

Hi Richa and Modak,

Thanks for your help.  It works now for Forwarding Not Allowed.  Once I maintained a Role for the Agent Determination, everything worked as expected.

John