Transfer Work Item

Properties

  • Input
    • Work Item Id
      • Type:int?
      • Description: The unique identifier of the work item to transfer. This is a required argument.
    • User Id
      • Type:string
      • Description: The user ID to transfer the work item to. This is a required argument.
    • Comment
      • Type:string
      • Description: The comment that will be visible to the user actioning the work item. This is an optional argument.
    • Group Id
      • Type:int?
      • Description: The group ID that contains the user(s) to transfer the work item to. This is an optional argument.
    • Method
      • Type:WorkItemMethod?
      • Description: The method used to transfer the work item (e.g.,WorkItemMethod.Random). This is an optional argument.
      • Default Value:WorkItemMethod.Random
    • Roles
      • Type:List<GroupRoleType>
      • Description: The user roles that this work item will be assigned to (e.g.,verifydocorverifyshred). This is an optional argument.
    • Reason
      • Type:WorkItemReason?
      • Description: Work item reason (e.g.,WorkItemAction.DataSet). This is an optional argument.
    • ReasonLookup
      • Type:int?
      • Description: An optional reason lookup identifier. This is an optional argument.
    • ReasonRecord
      • Type:int?
      • Description: An optional reason record identifier. This is an optional argument.
    • ReasonCode
      • Type:string
      • Description: An optional reason code. This is an optional argument.
    • ReasonDescription
      • Type:string
      • Description: An optional reason description. This is an optional argument.
    • ReasonComment
      • Type:string
      • Description: An optional reason comment. This is an optional argument.

Usage

  1. Setup Activity:
    • Add the "Transfer Work Item" activity to your UiPath workflow.
    • Configure the required input arguments:
      • Work Item Id: Provide the unique identifier of the work item to transfer.
      • User Id: Specify the user ID to whom the work item will be transferred.
    • Optionally, specify additional parameters such as group ID, method, roles, comments, and reasons.
  2. Execution:
    • The activity executes asynchronously, transferring the specified work item to another user or group based on the defined options.
    • It uses the configured API context to perform the transfer via the work item client.
  3. Output:
    • The activity returns aWorkItemViewModel, representing the transferred work item.

Considerations

  • Transfer Method: Choose the appropriate method for transferring the work item, whether it's to a specific user, group, or based on roles.
  • Assignment Options: Use theGroup IdandUser Idproperties to control work item assignment. Specify roles if needed.
  • Performance: Be mindful of the potential performance impact when transferring a large number of work items, and consider batching or throttling if necessary.
  • Error Handling: Implement error handling to manage potential issues such as network connectivity problems or invalid input data.

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