Configuring a hierarchical task assignment

Hierarchical task assignment is required only in these circumstances:

  • You are configuring a decision package top down.
  • You have selected the Hierarchical option in the first step of a stage.
  1. Click the Home icon.
  2. Select Business Configuration > Configuration Set-specific Settings > Workflow Configuration.
  3. In Configuration set Overview, click the version to which the step applies.
    The version and its parent configuration set are highlighted. The Details section lists the applications for which planning steps are available, grouped by entity. The number of steps of each type of workflow is displayed, with icons that indicate the status of the steps.
  4. In the Configure column, click the arrow icon of the application to which the planning step belongs.
  5. In the Responsible column of the Workflow Configuration page, click Hierarchical Task Assignment for the step to configure.
  6. Select Active next to the elements from the organization hierarchy that you want to activate for hierarchical approval.
  7. In the Due Date column for each active organization, click Select and select the date by which the task should be completed. The due date is displayed on the Tasks page.
  8. In the Responsible column for each active organization, click Select and select the user or group responsible for the task.
  9. Click Save.