Managing tasks in an organizational hierarchy using Manager View

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Experience Manager 6.2 Forms 使用手冊
適用於: Experience Manager 6.2 Forms

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In AEM Forms workspace, managers can now access the tasks assigned to anyone in their hierarchy—direct or indirect reports—and perform various actions on them. The tasks are available in the To-do tab in the AEM Forms workspace. The actions supported on the tasks of direct reports are:

Forward

Forward a task from direct report to any user.

Claim

Claim a task of a direct report.

Claim & Open

Claim a task of a direct report and automatically open it in the To-do list of the manager.

Reject

Reject a task forwarded to a direct report by some other user. This option is available for the tasks forwarded by other users to a direct report.

AEM Forms restricts a users' access to only those tasks for which the user has access control (ACL). Such a check ensures that a user can fetch only the tasks on which the user has access permissions. Using third-party web-services and implementations to define hierarchy, an organization can customize the definition of manager and direct reports to suit their needs.

  1. Create a DSC. For more information, see 'Developing Components for AEM Forms' topic in Programming with AEM Forms guide.

  2. In the DSC, define a new SPI for hierarchy management to define direct reports and hierarchy within the AEM Forms users. Following is a sample Java™ code snippet.

    public class MyHierarchyMgmtService 
{ 
     /*
    Input : Principal Oid for a livecycle user
    Output : Returns true when the user is either the service invoker OR his direct/indirect report.
    */
    boolean isInHierarchy(String principalOid) {

    }
     
    /* 
    Input : Principal Oid for a livecycle user
    Output : List of principal Oids for direct reports of the livecycle user
    A user may get direct reports only for himself OR his direct/indirect reports.
    So the API is functionally equivalent to - 
    isInHierarchy(principalOid) ? <return direct reports> : <return empty list>
    */
    List<String> getDirectReports(String principalOid) {

    }
 
    /* 
    Returns whether a livecycle user has direct reports or not.
    It's functionally equivalent to -
    getDirectReports(principalOid).size()>0
    */
    boolean isManager(String principalOid) {

    }  
}

  3. Create a component.xml file. Please ensure that spec-id must be same as shown in code snippet below. Following is a sample code snippet that you can repurpose.

    <component xmlns="http://adobe.com/idp/dsc/component/document"> 
    <component-id>com.adobe.sample.SampleDSC</component-id> 
    <version>1.1</version> 
    <supports-export>false</supports-export> 
      <descriptor-class>com.adobe.idp.dsc.component.impl.DefaultPOJODescriptorImpl</descriptor-class> 
      <services> 
        <service name="MyHierarchyMgmtService" title="My hierarchy management service" orchestrateable="false"> 
        <auto-deploy service-id="MyHierarchyMgmtService" category-id="Sample DSC" major-version="1" minor-version="0" /> 
        <description>Service for resolving hierarchy management.</description> 
         <specifications> 
         <specification spec-id="com.adobe.idp.taskmanager.dsc.enterprise.HierarchyManagementProvider"/> 
         </specifications> 
        <specification-version>1.0</specification-version> 
        <implementation-class>com.adobe.sample.hierarchymanagement.MyHierarchyMgmtService</implementation-class> 
        <request-processing-strategy>single_instance</request-processing-strategy> 
        <supported-connectors>default</supported-connectors> 
        <operation-config> 
            <operation-name>*</operation-name> 
            <transaction-type>Container</transaction-type> 
            <transaction-propagation>supports</transaction-propagation> 
            <!--transaction-timeout>3000</transaction-timeout--> 
        </operation-config> 
        <operations> 
            <operation anonymous-access="true" name="isInHierarchy" method="isInHierarchy"> 
                <input-parameter name="principalOid" type="java.lang.String" /> 
                <output-parameter name="result" type="java.lang.Boolean"/> 
            </operation> 
            <operation anonymous-access="true" name="getDirectReports" method="getDirectReports"> 
                <input-parameter name="principalOid" type="java.lang.String" /> 
                <output-parameter name="result" type="java.util.List"/> 
            </operation> 
            <operation anonymous-access="true" name="isManager" method="isManager"> 
                <input-parameter name="principalOid" type="java.lang.String" /> 
                <output-parameter name="result" type="java.lang.Boolean"/> 
            </operation> 
            </operations> 
            </service> 
      </services>
</component>

  4. Deploy DSC through Workbench. Restart ProcessManagementTeamTasksService service.

  5. You may have to refresh your browser or logout/login with the user again.

The following screen illustrates accessing the tasks of direct reports and the available actions.

cu_manager_view
Access tasks of direct reports and act on the tasks