1. Log in to the Kuika platform.
2. Open the project you are working on from the Apps screen.
3. While in the UI Design module, open the Properties panel on the right.

4. From the + ADD ACTION menu, add the Process Automation > Set Agent action according to the trigger event you want (Initial Actions, OnClick, OnBlur, etc.).

Configure Action Parameters

• User Name (String - Required): The username or email address of the user who will assign the proxy.
• Agent User Name (String - Required): The username or email address of the user who will be assigned as a proxy for the task.

A user is unable to delegate their tasks due to long-term leave or high workload. The project manager assigns another team member as a substitute for this user's tasks. This triggers the Set Agent action, and the tasks are delegated to the substitute user. Business processes continue uninterrupted, and the workload is balanced.

Configuring the Set Agent Action

• User Name: “jane.doe@kuika.com” (the original user to whom the proxy will be assigned)
• Agent User Name: “john.smith@kuika.com” (the proxy user)

When the action is executed, the specified user's tasks are assigned to the proxy user, and processes continue uninterrupted. The delegate user can see their own tasks and the tasks of the delegating user in the same list and can perform operations.

In delegation, the delegate user logs in on behalf of the delegating user, and the tasks are displayed separately.

• Dynamic Delegate Assignment: User and delegate information can be dynamically retrieved from form inputs or data sources.
• Time-Based Agent Definition: Agent assignment can be limited to a specific period and automatically removed when the period expires. This is supported in the delegation structure; on the agent side, it must be done manually or the user must create their own automation with jobs.
• Notification Integration: Automatic notifications can be sent to relevant users when an agent is assigned.
• Agent Transfer Process Tracking: Agent assignment and removal operations can be logged and monitored.

Technical Risks

• Incorrect User Information: Incorrect entry of the User Name or Agent User Name parameters may result in tasks being assigned to the wrong people.
• Authorization Issues: If the agent user is not authorized to take over tasks, the action will fail.
• Conflicting Proxies: Assigning multiple proxies for the same task can create process confusion.
• Time Management: If the proxy assignment period is not managed correctly, old proxies may continue to take on tasks.
• Notification Delays: Delays in notifications related to proxy assignments can affect the user experience.

The Set Agent action enables flexible and reliable task management by assigning agents in business processes on the Kuika platform. This ensures business continuity within teams and simplifies task handover.