home

MinistryPlatform

RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite
RealmRealm AccountingMinistryPlatformeGivingPDSACSConnectShepherdGrowth MethodHeadMasterRefresh WebsitesTrust CenterGo MethodMissionInsite

What would you like to know more about?

Show Contents

thumbnailMinistryPlatform

Tasks

Resubmit a Task

You can resubmit a process task that has been rejected but can't be deleted, cleared, or hidden.

Important: It is important that rejected tasks be resolved. Unless resolved, rejected tasks prevent any process from firing that would otherwise fire.

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. Instead, 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 resubmit a task so that it triggers the process again.

To trigger the process that resubmits a task, a SPoC needs to identify the process that created the task and the related dependent fields and conditions.

  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 previously noted.
    Tip: Create a view that displays the Process Step ID.
  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 disappears, and the task can be completed.

MinistryPlatform

Last updated: July 12, 2024