Assignment Details Page

Workflow Manager 2019

On the Assignment Details page, which is opened by selecting a request on the Work Assignment Listing page, you can assign a user to each role that has permission to perform tasks on the workflow request.

Assignment Details Page

The Assignment Details page includes the following options:

Assignment Details Page Options

Option

Description

General Information

Identifies the workflow request:

Company—Name of the consumer company associated with this workflow request.
Current Workflow—Name of this workflow request’s associated workflow template.
Project—Name of the project that this workflow request is associated with.
Workflow Name—Name of the workflow request.
Current Phase—Current phase of the workflow request.

Current Assignments for Workflow Administrator

Table listing all of the Roles that have permission to perform tasks on this workflow request and the users that have been Assigned To those roles. If no user has been assigned to a role, Not Assigned is displayed in the Assigned To column for that role.

Note • If this table is not visible, click the blue arrow to display it.

Company

Select the Company that you would like to perform assignments on.

Role

Lists all roles that have permission to perform tasks for this workflow request for the selected Company.

Account Name

Select a user by entering a user name in this field or by searching a comprehensive list containing all Workflow Manager users as well as all of the directory services users that have been imported, as described in Searching for Accounts. When you perform a search and generate a list of users, the number of current assignments each user has is included in the list.

After selecting a user, click Apply. The selected user name is then displayed in the Assigned To column of the Current Assignments list next to the name of the role.

Workflow Progress

Click this link to jump to this workflow requests’s Workflow Request page.

See Also