Assignment Rules
Permissions Required
Your Workflow user account or group membership must have the following permissions to configure a Form Task element in the Process model unless your user account has the Make this user a Super Admin setting selected:
Processes: Edit Processes
Processes: View Processes
See the Process permissions or ask your Workflow Administrator for assistance.
Start Permission Panel Settings
Specify who can start the process
Ensure that the Hide Menus button
is not enabled. From the Type drop-down menu, select one of the following options:
User / Group: Select User/Group to randomly assign the Task to a specified Workflow user or group member. When this option is selected, the User/Group drop-down menu displays below the Type drop-down menu.
From the User/Group drop-down menu, select a user or group
Assignment Rules Panel Settings
Specify whom to assign the Task or to use assignment rules to assign the Task.
Select to Whom to Assign the Task
Instead of assign the Task's assignee using one or more rules, select to whom to assign a Task:
Request starter: Assign that Task to the person who started the Request.
User: Assign that Task to a specified Workflow user.
Group: Assign that Task to any member of a specified Workflow group. When a Task is assigned to a Workflow group, round robin assignment rules determine which group member is the assignee without manually assigning the Task.
Previous Task assignee: Assign that Task to the previous Task assignee in that Request's workflow.
By User ID: Assign that Task to a Workflow user based on a Variable Name value as entered into a Workflow Screen during a previous Task in that Request.
Self Service: Assign that Task to allow any member in a specified Workflow group to self-assign any Task from a queue. When this Form Task element triggers, this Task displays in the Self Service Task page for all members of that Workflow group.
If this Form Task element is configured to assign the Task to an anonymous person who started this Request via Web Entry, the settings described below are disabled because these Form Task element settings only configure which authenticated Workflow user(s) may assigned this Task. Therefore, to configure these settings, either disable Web Entry or select that authenticated Workflow users may start Requests from this element via Web Entry.
To allow the same anonymous person who started that Request or which authenticated Workflow users may be assigned the Form Task element's Task via a published URL, do not configure those persons from the Assignment Rules panel.
Follow these steps to select to whom to assign the Task that is referenced in a step:
Ensure that the Hide Menus button
is not enabled. Expand the Assignment Rules panel if it is not presently expanded. The Assignment Type setting displays.
From the Assignment Type drop-down menu, select one of the following options:
Request Starter: Select Request Starter to assign the Task to the Request starter. This is the default option.
Users / Groups: Select Users/Groups to randomly assign the Task to a specified Workflow user or group member. When this option is selected, the Assigned Users/Groups drop-down menu displays below the Assignment Type drop-down menu.
From the Assigned Users/Groups drop-down menu, select the person's full name or the name of a group as the Form Task element's assignee. Workflow assigns the Task to one Workflow user/group member randomly.
Previous Task Assignee: Select Previous Task Assignee to assign the Task to who was assigned the previous Task in this Request.
By User ID: Select By User ID to assign the Task to a Workflow user based on a Variable Name value as entered into a Workflow Screen during a previous Task in that Request. For example, if a Line Input control in a Workflow Screen has the Variable Name value of
Name, to contain a user's name, then use that value to thereby assign the Task to that Workflow user. When this option is selected, the Variable Name of User ID Value setting displays.In the Variable Name of User ID Value setting, enter the Variable Name value from which to reference the Workflow user to whom to assign the Task.
Self Service: Select Self Service to allow any member in a specified Workflow group to voluntarily self-assign any Task from a queue. When this option is selected, the Assigned Group drop-down menu displays below the Task Assignment drop-down menu.
From the Assigned Group drop-down menu, select the group from which any of its members can self-assign Tasks from a queue. When this Form Task element triggers, this Task displays in the Self Service Task page for all members of that Workflow group.
Enable the Lock task assignment to user option to assign this Task to the same Task assignee if workflow in the Request returns to this Task. If the initial Task assignee was a member of a Workflow group, the Task is reassigned to the same Workflow group member. This option is useful if the initial Task assignee in the Request might need to provide clarification regarding information that Request participant initially submitted in that Task.
Enable the Allow Reassignment option to allow the Task assignee to reassign the Task if necessary. If the Allow Reassignment option is enabled, the Reassign button displays in the Task summary to allow that Task assignee to reassign that Task. See View a Task Summary.
Last updated