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Resolve Rejected Tasks

 

When a Process Task is rejected, it typically cannot be deleted and instead must be re-submitted. In rare cases, the rejected Task can simply be cleared or hidden.

It is important that rejected tasks be resolved.  Unless resolved, rejected tasks will prevent any Process from firing that would otherwise fire. 

Resubmit a Task

First, a little background: Tasks confirm that an outcome has been achieved to a related action. Tasks are not designed to complete only if a specific outcome is recorded; rather, Tasks confirm that an action was taken. So, even if a Task was rejected, that rejection is still seen as action having been taken. Thus, the majority of the time, a user needs to re-submit a Task so that it once again triggers the Process.
 

In order to trigger the Process (which therefore resubmits the Task), a SPoC needs to identify the Process that created the Task and the related Dependent Fields and Conditions. To do so:

  1. Go to Communications > User Tasks.
  2. Open the appropriate Task record.
  3. Note the number in the Process Step ID field.
  4. Go to Administration > All Steps and find the Step record that corresponds to the Step ID number you noted in the previous step (creating a view that displays Process Step ID may be helpful).
  5. Open the Step record and use the jump link to go to the associated Process record.
  6. Once in the Process record, review the Dependent Field and Dependent Conditions. This should help you determine what must change on the record to resubmit the Task. Once you do so and resubmit the task, the Rejected status will disappear and the Task can be completed.

Clear or Hide Task

Sometimes a Task doesn't need to be resubmitted (for example, a Purchase Request that was not approved). In this case, the Task can simply be cleared.

  1. Communications > User Tasks
  2. Open the appropriate Task record
  3. Edit
  4. Change Complete to True
  5. Save