Valtimo documentation v1
Valtimo 11
Valtimo 11
  • Introduction
    • Overview
    • Architectural overview
    • Available modules
      • Dashboards
      • Documents
      • Form flow
      • Form links (deprecated)
      • Plugins
    • How to contribute
    • Style guide for contributing
  • Getting started
    • First dive into Valtimo
      • Start as Docker containers
      • Creating your own Valtimo implementation
    • Compatibility matrix
    • Components
      • Valtimo List
    • Configure database
    • Modules
      • Core
        • Audit
        • Authorization
        • Camunda
        • Case
        • Connector
        • Contract
        • Core
        • Dashboard
        • Document
        • Document generation
        • Exporter
        • Form
        • Form flow
        • Form link (deprecated)
        • Importer
        • Local document generation
        • Local mail
        • Mail
        • Mandrill
        • Milestones
        • Plugins
        • Outbox
          • Outbox RabbitMQ
        • Process document
        • Resource
        • Temporary resource storage
        • Test utils common
        • Value resolvers
        • Valtimo dependencies
        • Web
          • CORS
      • ZGW
        • Besluit
        • Besluiten API
        • Catalogi API
        • Contactmoment
        • Documenten API
        • Haalcentraal BRP
        • Klant
        • Notificaties API
        • Notificaties API Authentication
        • Objecten API
        • Objecten API Authentication
        • Object management
        • Objects API
        • Objecttypen API
        • OpenZaak
        • OpenZaak resource
        • Portaaltaak
        • SmartDocuments
        • Valtimo GZAC dependencies
        • Verzoek
        • Wordpress mail
        • Zaken API
    • Exchange
      • Building blocks
      • Process blueprints
  • Using Valtimo
    • Access control
      • Auto-deployment for access control
      • Configuring permissions
      • Configuring roles
      • Front-end access control
    • Case
      • Creating case settings
      • Case tabs
      • Exporting and importing case definitions
    • Dashboard
      • Auto deploying dashboards
      • Create dashboard
    • Documents
      • Assigning a user to a document
      • Automatic task assignment
      • Creating a document definition
      • Creating case settings
      • Custom case list columns
      • Custom case headers
      • How to link a process to a case
      • How to start a process for a case
      • Search fields
      • Case search
    • Forms
      • Creating FormIO forms in Valtimo
      • Interpolating data in Form.io
      • Configuring an Objecten API object form
    • Form flow
      • Creating a form flow definition
      • Creating a custom form flow component
    • Form links (deprecated)
      • How to refer to external data from a form
      • How to link a form to a task
    • Keycloak
      • Configuring Keycloak
    • Pending Changes mechanism
    • Plugins
      • Catalogi API plugin
      • Configuring plugins
      • SmartDocuments plugin
      • OpenZaak plugin
      • Documenten API plugin
      • Zaken API plugin
      • Object Token Auhentication Plugin
      • Objecten API Plugin
      • Objecttypen API Plugin
      • Portaaltaak Plugin
      • Exact Plugin
      • Verzoek Plugin
      • Besluiten Plugin
    • Process
      • System processes
      • Correlating messages
      • Job service
    • Process links
      • Creating a process link
      • Editing a process link
      • Unlinking a process link
    • Upload
      • Temporary file storage
      • Uploading to Documenten API with metadata
    • Web
      • Configure CORS in Valtimo
  • Extending Valtimo
    • Access control
      • Creating a resource
      • Creating a relation to another resource
    • Dashboard
      • Creating custom data sources
      • Creating custom display types
      • Widget translations
    • Document
      • Assigning and unassigning a user
      • Search fields
    • Forms
      • Creating a form field data resolver
    • Form flow
      • Whitelisting Spring beans for Form flow
    • Making Valtimo multi instance ready
    • Modals (external docs)
    • Creating a custom outbox message publisher
    • Plugins
      • Custom plugin definitions
    • Process
      • Whitelisting Spring beans for Camunda
    • Tabs
      • Customizing case details tabs
      • Customizing case list tabs
      • Setting extra tabs for Zaak object type
    • Integrating spring beans in a process
    • Creating a custom dashboard
    • Creating a custom value resolver
    • Security testing
  • References
    • Modules
      • Authorization
      • Outbox
      • Dashboard
      • Case
      • Core
        • ZonedLocalDateTimeDeserializer
      • Document
      • Form
      • Form flow
      • Form links (deprecated)
      • Object management
      • Value resolvers
    • User interface
      • Design philosophy
      • Carbon design system
      • v-button
      • Breadcrumbs
    • Feature toggles
    • Supported databases
    • Process beans
    • Content Security Policy (CSP)
    • Troubleshoot
  • Release notes
    • Release notes
    • 11.x.x
      • 11.3.3
        • Valtimo backend libraries
      • 11.3.2
        • Valtimo frontend libraries
      • 11.3.1
        • Valtimo frontend libraries
      • 11.3.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.2.2
        • Valtimo frontend libraries
      • 11.2.1
        • Valtimo frontend libraries
      • 11.2.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.1.6
        • Valtimo frontend libraries
      • 11.1.5
        • Valtimo frontend libraries
      • 11.1.4
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.1.1
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.1.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 11.0.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
    • 10.x.x
      • 10.8.5
        • Valtimo backend libraries
      • 10.8.4
        • Valtimo frontend libraries
      • 10.8.3
        • Valtimo backend libraries
      • 10.8.2
        • Valtimo frontend libraries
      • 10.8.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.7.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.6.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
      • 10.5.3
        • Valtimo backend libraries
      • 10.5.2
        • Valtimo backend libraries
      • 10.5.1
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.5.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
      • 10.4.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.3.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.2.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
      • 10.1.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
      • 10.0.1
        • Valtimo frontend libraries
      • 10.0.0
        • Valtimo backend libraries
        • Valtimo frontend libraries
        • Migration
    • 9.x.x
      • 9.26.2/5.15.2
        • Valtimo backend libraries (9.26.2)
        • Valtimo frontend libraries (5.15.2)
        • Migration
      • 9.26.1/5.15.1
        • Valtimo backend libraries (9.26.1)
        • Valtimo frontend libraries (5.15.1)
      • 9.26.0/5.15.0
        • Valtimo backend libraries (9.26.0)
        • Valtimo frontend libraries (5.15.0)
        • Migration
      • 9.25.0/5.14.0
        • Valtimo backend libraries (9.25.0)
        • Valtimo frontend libraries (5.14.0)
      • 9.24.0/5.13.0
        • Valtimo backend libraries (9.24.0)
        • Valtimo frontend libraries (5.13.0)
      • 9.23.0/5.12.0
        • Valtimo backend libraries (9.23.0)
        • Valtimo frontend libraries (5.12.0)
      • 9.22.0/5.11.0
        • Valtimo backend libraries (9.22.0)
        • Valtimo frontend libraries (5.11.0)
        • Migration
      • 9.21.0/5.10.0
        • Valtimo backend libraries (9.21.0)
        • Valtimo frontend libraries (5.10.0)
        • Migration
      • 9.20.0/5.9.1
        • Valtimo backend libraries (9.20.0)
        • Valtimo frontend libraries (5.9.1)
        • Migration
      • 9.19.0/5.8.0
        • Valtimo backend libraries (9.19.0)
        • Valtimo frontend libraries (5.8.0)
        • Migration
      • 9.18.0/5.6.0
        • Valtimo backend libraries (9.18.0)
        • Valtimo frontend libraries (5.6.0)
        • Migration
      • 9.17.0/5.5.0
        • Valtimo backend libraries (9.17.0)
        • Valtimo frontend libraries (5.5.0)
      • 9.16.0/5.4.0
        • Valtimo backend libraries (9.16.0)
        • Valtimo frontend libraries (5.4.0)
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On this page
  • Functionality
  • Prerequisites
  • How to configure automatic assignment of tasks
  • Limitations
  1. Using Valtimo
  2. Documents

Automatic task assignment

PreviousAssigning a user to a documentNextCreating a document definition

Last updated 1 year ago

It is possible to have user tasks be automatically assigned to a case assignee making the tasks in a case appear under the case assignee's task list.

Functionality

This feature causes user tasks (existing and new) to be assigned to the current case assignee if there is one assigned. Upon the (re-)assignment of a case all user tasks from all processes currently using the same business key will have their assignee updated to match the new case assignee. Removal of an assignee from the case will also clear the assignee on all assigned user tasks withing all processes using the same business key.

Prerequisites

This feature requires the following:

  • Valtimo 10.7.0 or newer

How to configure automatic assignment of tasks

Automatic assignment of tasks can be enabled at the bottom of an individual case configuration page (Admin -> Case -> [your case definition]). This option becomes visible when the Case is allowed to have an assignee.

Limitations

  • Only tasks that the user has access to (user has the required role) are assigned to the case assignee.

  • Tasks already loaded on a dossier detail page do not automatically show the new assignment. A component reload (switching tabs or reload the page) is required to see the up-to-date assignee in the task modal.

Configuring automatic task assignment