Task Allocation Service

The Task Allocation Service Service Type provides methods used to assign tasks to users based on round-robin algorithms, and to retrieve hierarchical manager/reports information from the user information store, which is most often Active Directory.

Service Authentication

The following Authentication Modes may be used with the Service Type:

  • Impersonate
  • ServiceAccount
  • Single Single-on
  • Static

Service Keys (Service Instance Configuration Settings)

KeyCan be modifiedData TypeSample ValueNotes
Default User YesTextSECURTYLABEL:DOMAIN\UserName

The DefaultUser is the user name that various methods use should there be an error in the lookup (eg: a non-existent role name, or missing manager in AD). This username prevents the process from entering an error state because no user is found. Typically, this Default User would then manually redirect the work item to the correct person.

K2ServerYesTextLOCALHOSTThe name of the K2 server.
K2ServerPortYesText5555Enter the K2 Server Port.
RoundRobinSOYesTextRoundRobinSO

The name of the SmartObject to use for performing RoundRobin calculations. The standard RoundRobin SmartObject is a SmartBox SmartObject which contains the necessary properties to perform the required calculations.

You can create your own SmartObject if you wish to adjust he behavior of the round-robin algorithm and specify the name of your SmartObject here. However, the SmartObject must contain the following 3 properties (with these exact names):

  • RoleName (string) (key)
  • LastUserName (string)
  • LastDateTime (datetime)

K2LogConnectionYesTextData Source=[SQLServerName];Initial Catalog=K2;Integrated Security=SSPI;Persist Security Info=False;

SQL connection string to the K2 database.

This property contains sensitive information. You can enter and see your values when you first configure this value. The value will be masked when the service instance is updated.

Service Objects

The Task Allocation Service Instance creates two Service Objects.

  • Task Allocation Active Directory Methods
  • Task Allocation Role Methods

(See the tables below for more information on the available Service Object methods)

SmartObjects

K2 automatically generates SmartObjects for these Service Objects. SmartObjects can be automatically created by selecting the Generate SmartObjects for this Service Instance check box when creating a new Service Instance. Designers can use the SmartObject design tools to build advanced SmartObjects that leverage the Service Objects in this service. It is recommended to use the SmartObject design tools to create SmartObjects rather than generating SmartObjects, since this allows better control over the naming, behavior and design of the SmartObject and its methods and properties.