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Manual Task Fulfillment Step
Add a manual task to orchestration when you need user input at a particular place in the fulfillment flow. For example, when you need an approval sign-off or manual enrichment of data. Dynamic Revenue Orchestrator (DRO) can assign a manual task to a user or a queue.
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.
