This topic applies only to the IBM Business Automation Workflow Advanced configuration.

Transferring work items

Edit online
Draft comment:
This topic only applies to BAW, and is located in the BAW repository. Last updated on 2025-03-13 12:15
In the runtime environment, if a person who has claimed a task finds that they are not able to complete it, they can transfer the work item to another person or group.

About this task

When you are first creating the human task template, you can decide if the business case justifies allowing work items to be transferred, and configure your template accordingly.
The following rules apply:
  • Work items assigned to "everybody" cannot be transferred.
  • The owner of a task instance can transfer the "owner" work item to a potential owner or an administrator of the task instance.
  • The starter of a task instance can transfer the "starter" work item to a potential starter or an administrator of the task instance.
    • A "starter" work item can be transferred in the expired, terminated, finished, failed, and running state.
  • The originator of a task instance can transfer the "originator" work item to a potential instance creator or an administrator of the task instance.
  • The originator of a task instance can transfer a "potential starter" work item to any person.
    • A "potential starter" work item can be transferred in the inactive state.
  • The administrator of a task instance can transfer all work items to any person.
    • A "starter" work item can be transferred in the expired, terminated, finished, failed, and running state.
    • A "potential starter" work item can be transferred in the inactive state.
    • A "reader" or "administrator" work items can be transferred in all but the inactive state.
    • A "potential owner" or "editor" work item can be transferred in the ready or claimed state.
    • An "escalation receiver" work item can be transferred in the ready, running, or claimed state
    .

To control the transferring of work items, proceed as follows:

Procedure

  1. Open your task in the human task editor.
  2. In the Details tab of the properties area, configure the Transfer task check box as follows:
    Option Description
    Selected If this check box is selected, then this human task template will allow for the movement or work items between staff members.
    Cleared If this check box is cleared, then users will not be able to delegate work items to other staff members.

Example

For more information, see Managing work authorizations and assignments.