Manual Task Fulfillment Step

To assign the task to a specific user, select the user from the Assigned To field.

To assign a manual step to a queue, a DRO Designer must have queue access. A Salesforce admin can provide access using one of these methods:

• Temporarily add the designer to a queue: Add the designer as a queue member, and then remove them after they configure the step.
• Assign a new permission set: Assign the designer a permission set with these system permissions:
  • Customize Application
  • Manage Public List Views
  • Create and Customize List Views
  • Manage Custom Permissions
  • View Roles and Role Hierarchy
  • View Setup and Configuration

To assign the task to a person in a queue using task assignment rules, first assign the task to a queue, then select a step assignment method:

Round Robin

Assigns the task to the next available person in the queue.

Least Loaded

Assigns the task to the person with the fewest open task assignments.

Context Based

Assigns the task to a person based on the specifications in the associated fulfillment task assignment rule. It can either be the next available person (Round Robin) or the person with the fewest open task assignments (Least Loaded).

A manual task can be a simple task for a user to complete, or you can link a manual task to an Omniscript or Salesforce Flow.

Manual tasks support these input variables in a flow:

stepId

The ID of the fulfillment step.

recordId

The ID of the order item or fulfillment order line item record that the fulfillment step source relation record associates with the manual task.

recordIds

A collection of identifiers of the order items or fulfillment order line item records that the fulfillment step source relation record associates with the manual task.

planSourceIdentifierId

The ID of the order record associated with the fulfillment plan.