Users with out-of-office status are excluded from the candidates for automatic task allocation list during the out-of-office period. More information about allocation rules, here.

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Accessing out-of-office records

To add out-of-office records, follow the next steps:

  1. Open FlowX Designer.
  2. From the side menu, under Task Management, select the Out office entry.

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Adding out-of-office records

To add out-of-office records, follow the next steps:

  1. Click Add out-of-office button, in the top-right corner.
  2. Fill in the following mandatory details:
    • Assignee - user single select
    • Start Date (:exclamation:cannot be earlier than tomorrow)
    • End Date (:exclamation:cannot be earlier than tomorrow)

  1. Click Save.

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Editing out-of-office records

To edit out-of-office records, follow the next steps:

  1. Click Edit button.
  2. Modify the dates (:exclamation:cannot be earlier than tomorrow).
  3. Click Save.

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Deleting out-of-office records

To delete out-of-office records, follow the next steps:

  1. From the out-of-office list, select a record.
  2. Click Delete button. A pop-up message will be displayed: “By deleting this out-of-office record, the user will become eligible to receive tasks in the selected period. Do you want to proceed?”

If you choose to delete an out-of-office record, the user is eligible to receive tasks allocation during the mentioned period. More information about automatic task allocation, here.

  1. Click Yes, proceed if you want to delete the record, click Cancel if you want to abort the deletion.

If the out-of-office period contains days selected in the past, the user cannot delete the record, the following message is displayed: “You can’t delete this record because it already affected allocations in the past. Try to shorten the period, if it didn’t end.”

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Viewing out-of-office records

The out-of-office records list contains the following elements:

  1. User - firstName, lastName, userName
  2. Start Date - the date when the out-of-office period will be effective
  3. End Date - the date when the out-of-office period will end
  4. Edited at - the last time when an out-of-office record was edited
  5. Edited by - the user who edited/created the out-of-office record

The list is sorted in reverse chronological order by “edited at” dateTime (newest added on top).

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