9/29/2017

Using Autoaccept and Autoreject in Workflow

Technote (FAQ)


Question

How do you use the Autoaccept (or Autoreject) feature in Workflow?

Answer

Occasionally you need to have Workflow directly process through a Task node without stopping. One purpose of this is to force a Save to the database for the record in Workflow. 
Another way to force a Save is described in this Technote:
http://www.ibm.com/support/docview.wss?uid=swg21618017

Typically you want Workflow to follow the accept action (the positive arrow exit) but you may also want it to automatically follow the reject action (the negative arrow exit) from a Task node.
Auto-accept is a role (as it was in earlier Maximo versions), but has been complemented with an Auto-reject role, both of which are now driven by an Escalation.
To set up an Auto-accept assignment on a task, you follow these general steps:
1. Create a Person called AUTOACCEPT and associate it with a User. The User is necessary to track the logins, processing rules and transaction details of the role.
2. Create an Action of type APPACTION with a value of WFACCEPT. Note that this action will accept any assignment that is escalated to it – but usually it will be used with the AUTOACCEPT role.
3. On the Task node in the Workflow process design, specify the assignment to the AUTOACCEPT role.
4. Create the Escalation to poll for these assignments to be accepted:
- Applies to: WFASSIGNMENT table
- Schedule: your choice of interval, usually swift, such as every few minutes.
- Escalation Point 1 Condition:
ASSIGNCODE='AUTOACCEPT' AND ASSIGNSTATUS = 'ACTIVE'
- Action for above is the WFACCEPT Action you created earlier.
- Activate the Escalation to instantiate its Cron Task.
When the record in Workflow arrives at this Task node it will wait until the next time the Escalation runs and then proceed through the Task node as if the assignment had been manually accepted.
Auto-reject would be the similar except for changing each step to AUTOREJECT as needed.

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