Assignment Rules Screen
Use the Assignment Rules function to create rules for to auto assign users to workflow roles as the progress through the different stages, updates and approvals. Whenever case is updated or a task is completed on the case then assignment rules are evaluated to auto assign users to workflow on pending workflow activities.
The Assignment Rules screen includes the following options:
Option | Description |
|---|---|
Create Rule | Create a new rule (see the Create Assignment Rules section for more) |
Edit Rule | Edit the selected rule; opens the Condition/Expression editor. Please refer to the Assignment Rule Condition Editor and Assignment Rule Expression Editor sections for more information on how to create and edit expressions/conditions. |
Remove Rule | Remove the selected rule |
Move Up/Move Down | Rearrange the ordering of the rules |
Create Assignment Rules
Follow the steps below to create an Assignment Rule:
Navigate to the Create/Edit Rule Assignment screen:
In the Assignees dropdown, select one or more role(s) or user field(s). The dropdown list displays all team roles of that case type and user case fields (case fields with ‘user’ choice list associated to it) of the case type as shown below
Under Make the assignment when this condition is true, create the condition/expression for the assignment. For details on these, see the Assignment Rule Condition Editor or Assignment Rule Expression Editor sections.
Click Save to save the new rule. It will be listed on the Assignment Rules screen with the ability to edit or delete the rule.
Assignment Rule Condition Editor
In the Condition Editor, you can create a series of expressions; each expression is created by selecting variables and operators from the given lists. The Create/Edit Rule Assignment screen is shown below with the Condition Editor visible:
The condition editor contains the following properties:
Ref | Description | Image |
|---|---|---|
A | The first dropdown list includes all case fields and core fields, except File type fields |
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B | The second dropdown list has a list of boolean comparison operators. The operators displayed in this list are dependent on the Field Type of the field selected in the first dropdown list. The possible operators are: · Is equal to · Is not equal to · Is greater than · Greater or equal · Is less than · Less or equal · Is blank · Is not blank · Matches pattern · Does not matches pattern | |
C | The third dropdown list defines the value that the left-side (first dropdown list) field will compare to. It will populate depending on which Boolean comparison operator is selected in the second dropdown list: · Is equal to / Is not equal to / Is greater than / greater or equal / Is less than / less or equal: the third dropdown list will have a list of case type fields, that are of the same field type as the field that was selected in the first dropdown list. For example, if a Text – Multiple Line field was selected in the first dropdown list, then the third dropdown list will be populated with the case type fields that are also Text – Multiple Line fields. Additionally, the ‘type a text’ option will change the third dropdown list into a text box, allowing for user input for the third field · Is blank / Is not blank : the third dropdown list will be disabled · Matches pattern/ Does not match: a list of patterns, including U.S. Phone Number, Social Security Number, U.S. Zip Code, Email, URL. Additionally, there is the ‘type a pattern’ option, allowing for the app developer to enter their own pattern |
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D | Use the And button to add another expression/condition. After another expression is added, you are given the option of selecting between the logical operators, And/Or, to define how the conditions are combined. And makes an additional condition that can be met, while Or provides an alternate condition. |
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E | The Delete button deletes the condition in the row. If the Delete button in the first row is clicked, the value of each control will be reset to blank for re-editing. |
Assignment Rule Expression Editor
At the Create/Edit Rule Assignment screen, click the Expression Editor button to navigate to the Expression Editor, where you can manually create a boolean expression to create assignment rules for workflow roles.
The fields are described below:
Field | Description |
|---|---|
Type | The type of variable to display in the Select From List dropdown list. Options include: · All: All variables that are usable within the expression · Fields: Case type fields · Roles: Roles associated to this case type · Functions: Various functions that return data that can be used within the expression · Operators: Arithmetic, logical, and comparison operators · Others: Variables that do not fall into any of the other categories, such as ‘User Role’, ‘Action Verb’, ‘Device’, and ‘Blank’ |
Select From List | Displays the variables of the type selected in the Type dropdown list |
You can also click the Condition Editor to go back to the Condition Editor.
Assignment Filters
The Assignment Filters sets various filters to restrict the possible assignees for the task.
The fields on this screen are described below:
Field | Description |
|---|---|
Select Office(s) | Select one or more offices to filter by |
Select Groups | Select one or more groups to filter by |
Roles | Select the roles to filter by |