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Speaking of configuring assignment mechanisms ...
Assignment mechanisms are components that allow you to select certain users to perform certain actions such as acting as process manager, receiving process tasks, carrying out actions regarding request attachments.
Available assignment mechanisms are detailed below.
Assignment by association
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This type of assignment allows associating multiple mechanisms to generate more complex and intricate logics to select users to whom a certain action is assigned. By associating multiple mechanisms, you can select either all users or only users present in all mechanisms (concept of intersection). |
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06. After adding and configuring all the mechanisms for the association, click Confirm.
Assignment by group
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This type of mechanism allows you to assign a particular action to all users from a group. |
01. After selecting the Assignment by group option and clicking Configure, select the group of your choosing from the displayed window.
02. Click Confirm.
Assignment to a group
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This type of mechanism allows you to assign an activity to a pool of resources and all users from the given group can take it on. |
01. After selecting the Assignment to a group option and clicking Configure, select the group of your choosing from the displayed window.
02. Click Confirm.
Assignment by role
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This type of mechanism allows you to assign a particular action to all users of a role. |
01. After selecting the Assignment by role option and clicking Configure, select the role of your choosing from the displayed window.
02. Click Confirm.
Assignment to a role
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This type of mechanism allows you to assign an activity to a pool of resources and all users of the given role can take it on. |
01. After selecting the Assignment to a role option and clicking Configure, select the role of your choosing from the displayed window.
02. Click Confirm.
Assignment by user
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This type of mechanism allows you to assign a particular action to a specific user. |
01. After selecting the Assignment by user option and clicking Configure, select the user of your choosing from the displayed window.
02. Click Confirm.
Assignment by form field
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This type of mechanism allows you to assign a particular action to a specific user to be entered in a particular field on the form associated with a process. You cannot use this mechanism for the initial activity of a process, because it depends on form records, which do not yet exist for the initial activity. |
01. After selecting the Assignment by form field option and clicking Configure, select the form field of your choosing from the displayed window.
02. Click Confirm.
Assignment by activity performer
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This type of mechanism allows you to assign a particular action to a specific user that performed a particular process activity. |
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Performed activity Returns
All executions: when it is selected, all users who have permission to perform the selected task are considered in the assignment mechanism. This option only makes sense if the selected activity is performed more than once throughout the process. |
02. Click Confirm.
Assignment by collaborator group
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This type of mechanism allows you to assign a particular action to the users who belong to the same groups as the user who initiated a process request or as the authenticated user (current). |
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Search for users from groups
Only work groups Add community groups |
02. Click Confirm.
Assignment by all users
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This type of mechanism allows you to assign the security criteria of documents attached to process requests to all active fluig users. This mechanism is only available for defining security for process attachments and there are no settings available for it. |
01. In the Attachment security tab of the process properties, select the Assignment by all users option and define the security criteria to be assigned to all active fluig users.
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For detailed information on security criteria available for documents attached to process requests, see Process settings. |
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Custom assignment mechanisms cannot be used for associations. |
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This documentation is valid as of the Lake (1.57.11 0) update. Previous updates may contain different information than what you see on your platform. |