Set Agent Action Advanced Customizations

  • 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.