Managing tasks in an organizational hierarchy using Manager View managing-tasks-in-an-organizational-hierarchy-using-manager-view

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In AEM Forms workspace, managers can now access the tasks assigned to anyone in their hierarchy—direct or indirect reports—and perform various actions on them. The tasks are available in the To-do tab in the AEM Forms workspace. The actions supported on the tasks of direct reports are:

Forward Forward a task from direct report to any user.

Claim Claim a task of a direct report.

Claim & Open Claim a task of a direct report and automatically open it in the To-do list of the manager.

Reject Reject a task forwarded to a direct report by some other user. This option is available for the tasks forwarded by other users to a direct report.

AEM Forms restricts a users’ access to only those tasks for which the user has access control (ACL). Such a check ensures that a user can fetch only the tasks on which the user has access permissions. Using third-party web-services and implementations to define hierarchy, an organization can customize the definition of manager and direct reports to suit their needs.

  1. Create a DSC. For more information, see ‘Developing Components for AEM Forms’ topic in Programming with AEM Forms guide.

  2. In the DSC, define a new SPI for hierarchy management to define direct reports and hierarchy within the AEM Forms users. Following is a sample Java™ code snippet.

    code language-as3
    public class MyHierarchyMgmtService
        Input : Principal Oid for a livecycle user
        Output : Returns true when the user is either the service invoker OR his direct/indirect report.
        boolean isInHierarchy(String principalOid) {
        Input : Principal Oid for a livecycle user
        Output : List of principal Oids for direct reports of the livecycle user
        A user may get direct reports only for himself OR his direct/indirect reports.
        So the API is functionally equivalent to -
        isInHierarchy(principalOid) ? <return direct reports> : <return empty list>
        List<String> getDirectReports(String principalOid) {
        Returns whether a livecycle user has direct reports or not.
        It's functionally equivalent to -
        boolean isManager(String principalOid) {
  3. Create a component.xml file. Please ensure that spec-id must be same as shown in code snippet below. Following is a sample code snippet that you can repurpose.

    code language-as3
    <component xmlns="">
            <service name="MyHierarchyMgmtService" title="My hierarchy management service" orchestrateable="false">
            <auto-deploy service-id="MyHierarchyMgmtService" category-id="Sample DSC" major-version="1" minor-version="0" />
            <description>Service for resolving hierarchy management.</description>
             <specification spec-id="com.adobe.idp.taskmanager.dsc.enterprise.HierarchyManagementProvider"/>
                <operation anonymous-access="true" name="isInHierarchy" method="isInHierarchy">
                    <input-parameter name="principalOid" type="java.lang.String" />
                    <output-parameter name="result" type="java.lang.Boolean"/>
                <operation anonymous-access="true" name="getDirectReports" method="getDirectReports">
                    <input-parameter name="principalOid" type="java.lang.String" />
                    <output-parameter name="result" type="java.util.List"/>
                <operation anonymous-access="true" name="isManager" method="isManager">
                    <input-parameter name="principalOid" type="java.lang.String" />
                    <output-parameter name="result" type="java.lang.Boolean"/>
  4. Deploy DSC through Workbench. Restart ProcessManagementTeamTasksService service.

  5. You may have to refresh your browser or logout/login with the user again.

The following screen illustrates accessing the tasks of direct reports and the available actions.


Access tasks of direct reports and act on the tasks