Workflow Manager 2019
The Automatic Work Assignment tab of the Project Details page is where you can set up automatic work assignment that will dynamically and automatically assign a workflow step to operators based on rules. When a template’s associated project has Automatic Work Assignment configured, if the user (or users) captured during the submission of the workflow request have edit permission for a particular role which is assigned to any of the workflow steps in the template, he will automatically be assigned the task.
If you do not set up automatic work assignment, every user in the system who belongs to a role that has edit permission on that workflow step will receive a notification email at the initiation of that workflow step.
You could use automatic work assignment to create an “auto acknowledgment” workflow step that notifies the requester that his request has been received. Optionally, you can also use the AdminStudio.Public API to do automatic work assignment by searching Active Directory to determine the requester’s manager, and then assign the approval task of the workflow request to that manager.
Project Details Page / Automatic Work Assignment Tab
The following options are available on the Automatic Work Assignment tab of the Project Details page.
|
Option |
Description |
|
Data element that captures user account |
List of all of the data elements in the workflow which will capture a directory service user account. See Setting Up Automatic Work Assignment for more information. Important • To use the automatic work assignment feature, users must be logged in using Windows NT authentication. |
|
Role to be auto assigned |
Select which user role you want to automatically be assigned work in this project. The selection of this role determines which workflow steps will be automatically assigned. These roles are listed in the format of Company Name: Role Name |
Additional Links
The following links are available on the Project Details page:
|
Option |
Description |
|
Add/Edit Policy Documents |
Click to open the Policy Documents page for this project, where you can view this project's associated policy documents and add new policy documents. A policy document is a file that you upload to associate it with a project, making it centrally available to all people involved, such as a contract, company procedures for packaging applications, software distribution procedures, etc. |
See Also
Viewing or Changing an Existing Project
Workflow Manager 2019 Help LibraryAugust 2019 |
Copyright Information | Flexera |