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Assignee removal from Action Item

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  • 1.  Assignee removal from Action Item

    Posted 03-27-2018 09:35 AM

    Hi All,

     

    As Approval of Action Items through XOG is not designed in suitable way for us, we would like to know if exists some safe way how to remove Assignees from AI which were already sent. Is this somehow possible? (through XOG maybe)
    E.g to remove one of this user:

     

     

    Thanks a lot
    Matej



  • 2.  Re: Assignee removal from Action Item

    Posted 03-30-2018 03:00 PM

    There is no way to remove the action items through XOG which already sent.

     

    Thanks

    Senthil



  • 3.  Re: Assignee removal from Action Item

    Posted 04-02-2018 04:16 PM

    I agree with Senthil. No supported way of achieving this. 



  • 4.  Re: Assignee removal from Action Item
    Best Answer

    Posted 04-03-2018 06:29 AM

    Completely agree with Debroop and Senthil.
    As there is now way to remove the action item from XOG although we can update the state of an action item via XOG.

    Refer the below XML:
    <NikuDataBus>
    <Header action="write" externalSource="NIKU" objectType="actionItemApproval" version="12.0"/>
    <actionItemApprovals>
    <actionItemApproval actionItemDbId="5038001" assigneeDbId="5038001" processDbId="5084022" status="CAL_CLOSED" />
    </actionItemApprovals>
    </NikuDataBus>

    But if any process is associated with the action item then it will get stuck.
    Or we can remove the action item directly by updating the database but that is not recommended by 'CA' and it will also stuck the process.

     

    Note: It will work only for the logged in user.



  • 5.  Re: Assignee removal from Action Item

    Posted 04-04-2018 10:53 AM

    While I agree with the above responses that what you're asking isn't possible, at least not easily, it might help to ask what you're trying to accomplish. Why are you needing to remove people from action items, and perhaps more specifically why are unnecessary people being assigned to begin with? If we better understand the issue, there may be another way to solve it.



  • 6.  Re: Assignee removal from Action Item

    Posted 05-03-2018 05:14 AM

    Hi, thanks to all who posted some idea. 

     

    As this was a blind way for us, we have decided to completely re-work the process. Point is that we have 2 PMs on each project. Our customer wants to send AI to both PMs. That was able to do by a configuration, but not easy.

    Then condition for approval is to have approval (at least) from one PM (but can be both) to have Project as approved. Of course end user can have a lot of projects in his Submitted Timesheet. We thought that removal of AI can help us to solve the approval condition (PM1 or PM2) which couldn't be configured in Manager approval process. 

     

     

    Matej



  • 7.  Re: Assignee removal from Action Item

    Posted 05-08-2018 08:07 PM

    The process could be checking:

    Number of assignees with Status Approve >= 1

     

    As soon as one 'PM' approves the action item, the process will continue on.



  • 8.  Re: Assignee removal from Action Item

    Posted 05-10-2018 07:49 AM

    Hi Roland, 

     

    of course we can't use this option. Imagine you have 3 project with different PMs. That are 6 PMs. 

    From each project we need approval from at least one PM (but can be both). That condition cannot be configured (we don't know about that possibility).

    Matej