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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


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).

01. After selecting the Assignment by association option from the displayed window, click Configure and select the mechanism to be used in the association.

02. Click Add.

03. In the Association box, select the added mechanism and click Edit.

To delete an added mechanism, simply select it and click Delete.

04. Select the item of your choosing, based on the type of chosen mechanism, and click Confirm.

05. After adding all the mechanisms for the association, define how to perform it.

Types of association
How to perform the association of the added mechanisms to define process managers. Available options are:

  • All users from all mechanisms: when it is selected, all users from all added mechanisms are defined as process managers;
  • Only selected users from all mechanisms: when it is selected, only users that are part of all the added mechanisms are defined as process managers, that is, this option uses the concept of intersection.

06. After adding and configuring all the mechanisms for the association, click Confirm.


Assignment by group


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


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


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


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


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


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


This type of mechanism allows you to assign a particular action to a specific user that performed a particular process activity.

01. After selecting the Assignment by activity performer option and clicking Configure, define the required information.

Performed activity
Activity whose performer is considered to be assigned an action.

Returns
User who performed the activity and will be considered in the assignment mechanism. Available options are:

  • First execution: when it is selected, the user to be considered in the assignment mechanism is the first performer of the selected activity;
  • Last execution: when it is selected, the user to be considered in the assignment mechanism is the one who last performed the selected activity in the process; This option only makes sense if the selected activity is performed more than once throughout the process.

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


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).

01. After selecting the Assignment by collaborator group option and clicking Configure, define the required information.

Search for users from groups
User from the groups that are considered in the assignment mechanism. Available options are:

  • From requesters group: when it is selected, the users who belong to the same groups as the user who initiated the request are considered in the mechanism;
  • From current user group: when it is selected, the users who belong to the same groups as the authenticated user are considered in the mechanism;

Only work groups
When it is checked, only work groups are considered (community groups to which the user belongs are not considered).

Add community groups
When it is checked, both work groups and the community groups to which the user belongs are considered.

02. Click Confirm.


Assignment by all users


This type of mechanism allows you to assign the security criteria of documents attached to process requests to all active 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 users.

For detailed information on security criteria available for documents attached to process requests, see Process settings.

Custom assignment mechanisms cannot be used for associations.
In these cases, the assignment mechanism by association must be used. If more complex logics are required, use custom mechanism associations.
For more technical details on this subject, read the Custom assignment mechanism documentation.



Please note!

This documentation is valid as of the Lake (1.7.0) update. Previous updates may contain different information than what you see on your platform.