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[Assign to Me] Missing in Workflow

Steven Wenrich's Avatar

Steven Wenrich

09 May, 2012 03:22 PM

The [Assign to Me] link is missing for users in the group assigned in the transition step even if the user/group has a rolle with full admin rights. The link only appears when the user/group is given the default "Administrator" role. What am I missing?

  1. Support Staff 2 Posted by Bradley Wagner on 14 May, 2012 05:25 PM

    Bradley Wagner's Avatar

    Can you provide us:

    • a copy of your workflow definition XML and let us know which step you're having issues with
    • a screenshot of the user's role who you would like to have the Assign to Me functionality>

    And can you also tell us:

    • Are you using Sites? Is the Role that the User belongs to that grants them the ability to assign workflows to themselves a Global Role or a Site Role?

    Usually, missing this ability indicates an issue with the group membership or with the scope of the role assigned to that user.

    Thanks!

  2. 3 Posted by Steven on 14 May, 2012 05:37 PM

    Steven's Avatar

    Yes I'm using Sites. The user I'm testing with has a Global role with "Assign to self and approve steps in a workflow: Enabled"

    Workflow:

    <trigger name="assignStepIfUser" class="com.cms.workflow.function.AssignStepIfUser" />
<trigger name="assignToGroupOwningAsset" class="com.cms.workflow.function.AssignToGroupOwningAsset" />
<trigger name="com.cms.workflow.function.AssignToSpecifiedGroup" class="com.cms.workflow.function.AssignToSpecifiedGroup" />
<trigger name="assignToWorkflowOwner" class="com.cms.workflow.function.AssignToWorkflowOwner" />
<trigger name="com.cms.workflow.function.CopyFolder" class="com.cms.workflow.function.CopyFolder" />
<trigger name="com.cms.workflow.function.CreateNewWorkflowTrigger" class="com.cms.workflow.function.CreateNewWorkflowTrigger" />
<trigger name="delete" class="com.cms.workflow.function.Delete" />
<trigger name="deleteAndUnpublish" class="com.cms.workflow.function.DeleteAndUnpublish" />
<trigger name="com.cms.workflow.function.DeleteParentFolderTrigger" class="com.cms.workflow.function.DeleteParentFolderTrigger" />
<trigger name="email" class="com.cms.workflow.function.EmailProvider" />
<trigger name="merge" class="com.cms.workflow.function.Merge" />
<trigger name="preserveCurrentUser" class="com.cms.workflow.function.PreserveCurrentUser" />
<trigger name="com.cms.workflow.function.PublishContainingPublishSetTrigger" class="com.cms.workflow.function.PublishContainingPublishSetTrigger" />
<trigger name="com.cms.workflow.function.PublishParentFolderTrigger" class="com.cms.workflow.function.PublishParentFolderTrigger" />
<trigger name="publishSet" class="com.cms.workflow.function.PublishSetTrigger" />
<trigger name="publish" class="com.cms.workflow.function.Publisher" />
<trigger name="version" class="com.cms.workflow.function.Version" />

    <step type="system" identifier="initialize" label="Initialization" >
  <actions>
    <action identifier="initialize" label="Initialization" move="forward" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
    </action>
  </actions>
</step>
<step type="transition" identifier="initial-approval" label="Initial Approval" default-group="sandia.gov workflow-test approvers" allow-user-group-change="true" >
  <actions>
    <action identifier="reject-to-initial-user-edit" label="Reject for Initial User Edit" next-id="edit-by-initial-user" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
      <trigger name="assignToWorkflowOwner" />
    </action>
    <action identifier="accept-for-final-review" label="Accept for Final Review" move="forward" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
    </action>
    <action identifier="edit" label="Edit" next-id="initial-approver-edit" >
      <trigger name="preserveCurrentUser" />
    </action>
    <action identifier="reject-and-end-workflow" label="Reject and End Workflow" next-id="finish" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
    </action>
  </actions>
</step>
<step type="transition" identifier="final-review" label="Final Review" default-user="sawenri" >
  <actions>
    <action identifier="reject-to-initial-user" label="Reject for Initial User Edit" next-id="edit-by-initial-user" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
      <trigger name="assignToWorkflowOwner" />
    </action>
    <action identifier="move-forward" label="Approve Changes" move="forward" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
    </action>
    <action identifier="reject-and-end-workflow" label="Reject and End Workflow" next-id="finish" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
    </action>
    <action identifier="edit" label="Edit" next-id="final-review-edit" />
  </actions>
</step>
<step type="system" identifier="finalize-edit" label="Finalizing" >
  <actions>
    <action identifier="finalize" label="Finish Workflow" move="forward" >
      <trigger name="merge" />
    </action>
  </actions>
</step>
<step type="system" identifier="publish" label="Publishing" >
  <actions>
    <action identifier="publish" label="Completed" move="forward" >
      <trigger name="publish" />
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
    </action>
  </actions>
</step>
<step type="system" identifier="finish" label="Finished" />

    <step type="edit" identifier="edit-by-initial-user" label="Edit By Initial User" default-group="sandia.gov workflow-test maintainers" allow-user-group-change="true" >
  <actions>
    <action identifier="edit-and-send-back-for-approval" label="Edit and Send Back for Approval" next-id="initial-approval" >
      <trigger name="email" >
        <parameter>
          <name>mode</name>
          <value>notify</value>
        </parameter>
      </trigger>
    </action>
  </actions>
</step>
<step type="edit" identifier="initial-approver-edit" label="Initial Approver Edit" default-group="sandia.gov workflow-test approvers" allow-user-group-change="true" >
  <actions>
    <action identifier="edit-and-send-for-review" label="Edit and Send to Initial Approval" next-id="initial-approval" >
      <trigger name="preserveCurrentUser" />
    </action>
  </actions>
</step>
<step type="edit" identifier="final-review-edit" label="Final Review Edit" default-user="sawenri" >
  <actions>
    <action identifier="edit-and-send-for-final-approval" label="Edit and Send for Final Approval" next-id="final-review" >
      <trigger name="preserveCurrentUser" />
    </action>
  </actions>
</step>

    Attached is a screen capture.

  3. Support Staff 4 Posted by Bradley Wagner on 14 May, 2012 05:43 PM

    Bradley Wagner's Avatar

    Hi, Site Roles trump Global Roles when a user in a Site, so you'll need to make sure that whatever Site Role that user has also permits him to assign workflows to himself.

  4. 5 Posted by Wenrich, Steven A on 14 May, 2012 06:10 PM

    Wenrich, Steven A's Avatar

    This user doesn't have any Site roles applied. This user only has one
    Role, which has "Assign to self and approve steps in a workflow: Enabled."

  5. Support Staff 6 Posted by Bradley Wagner on 14 May, 2012 07:46 PM

    Bradley Wagner's Avatar

    Does the user have browsing access to the Site where the workflow is being used? Users should have at least one Site Role unless they're a Global Administrator. This Site Role determines if they have the ability to do things like assign workflows to themselves. If they don't have a Site Role, it's assumed that they don't have the ability.

  6. 7 Posted by Wenrich, Steven A on 14 May, 2012 09:32 PM

    Wenrich, Steven A's Avatar

    Having Site Role as opposed to a Global Role made the difference. Thanks.

  7. Support Staff 8 Posted by Bradley Wagner on 14 May, 2012 10:13 PM

    Bradley Wagner's Avatar

    Great. Thanks for the update.

  8. Bradley Wagner closed this discussion on 14 May, 2012 10:13 PM.

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