Assign Task

Create a task and assign it to a specific person or role. The workflow will wait for them to complete the task before continuing. You can send email notifications to let them know about the task.

Technical Name: UserActionFunc

Properties

• Execution Mode: ASYNC
• Type: NATIVE
• Category: User Interactions
• Function ID: dc2763db-b462-4362-9ba5-015fe95d9981

Input Schema

Optional Parameters

[Image placeholder: UserAction configuration panel]

Input Example

{
  "label": "Review Customer Application",
  "description": "Please review the customer application and provide your decision",
  "roleId": "reviewer-role-uuid",
  "templateId": "review-request-template-uuid",
  "flowData": {
    "applicationId": "app-123",
    "customerName": "John Doe",
    "applicationType": "Premium Account"
  },
  "dataObject": {
    "applicationNumber": "APP-2024-001",
    "submittedDate": "2024-01-15"
  }
}

Output Schema

Returns data based on user's action:

{
  "action": "approved",
  "comments": "Application looks good",
  "completedBy": "user@example.com",
  "completedAt": "2024-01-15T10:30:00Z",
  "additionalData": {...}
}

[Image placeholder: UserAction task screen]

Use Cases

Manual Review Process

Pause workflow for manual review:

Start → FetchApplication → UserAction(Review) → ProcessDecision → End

Data Collection

Collect additional information from user:

{
  "label": "Provide Additional Information",
  "description": "Please fill in the missing customer details",
  "userId": "specific-user-uuid",
  "flowData": {
    "customerId": "cust-123",
    "requiredFields": ["address", "phone", "taxId"]
  }
}

Multi-Step Approval

Combine with other nodes for multi-step processes:

Start → InsertMData → UserAction(ManagerReview) → UserAction(DirectorApproval) → FinalizeProcess → End

[Image placeholder: Multi-step workflow with UserAction]

How It Works

1. Workflow Pauses: Execution stops at the UserAction node
2. Task Created: A task is assigned to the specified user or role
3. Notification Sent: Email notification sent if template provided
4. User Completes: User accesses their task inbox and completes the action
5. Workflow Resumes: Execution continues with user's response

[Image placeholder: UserAction execution flow]

Task Assignment

Assign to Specific User

{
  "userId": "user-uuid",
  "label": "Your approval is needed"
}

Assign to Role

{
  "roleId": "approvers-role-uuid",
  "label": "Approval required"
}

Any user with the specified role can complete the task.

Best Practices

1. Clear Instructions: Provide clear label and description
2. Send Notifications: Always use email templates to notify users
3. Set Deadlines: Configure timeout for time-sensitive tasks
4. Track Progress: Use workflow tracker to monitor pending tasks
5. Handle Timeouts: Plan for scenarios where users don't respond

Error Handling

Timeout

Configure timeout for tasks:

{
  "label": "Urgent Review",
  "timeout": 3600,  // 1 hour in seconds
  "timeoutAction": "auto-reject"
}

No Available Users

When no users match the role:

{
  "error": "No users found with the specified role",
  "timestamp": "2024-01-15T10:30:00Z"
}

Related Functions

• ApprovalAction - Specialized approval workflows
• EmailNotification - Send notification emails
• SubFlow - Break complex approval logic into subflows

Workflow Patterns

Sequential Approval

Start → UserAction(Level1) → UserAction(Level2) → UserAction(Level3) → End

Conditional Approval

Start → CheckAmount → (if > $10k) → UserAction(ManagerApproval) → End

Parallel Review

Start → Parallel(UserAction(Legal), UserAction(Finance), UserAction(Operations)) → AggregateDecisions → End

[Image placeholder: Approval workflow patterns]

User Experience

When a UserAction is triggered, users see:

• Task in their inbox
• Clear description and instructions
• Relevant data and context
• Action buttons (approve, reject, etc.)
• Comment field for feedback
• File upload for attachments

[Image placeholder: User task inbox]

Monitoring

Track UserAction tasks:

• View all pending tasks
• See who is assigned
• Monitor task age
• Track completion time
• Analyze bottlenecks

[Image placeholder: Task monitoring dashboard]