Assigning Workflow Tasks
There are a number of ways that manual workflow tasks can be assigned to users.
Assign users or groups at design time
Tasks can be assigned to a single user, multiple users and user groups. If a task is assigned to more than one user, or to a group, then all of these users will see the task in their workflow hit-list and will also receive an e-mail notification (if configured). As soon as one of the users claims the task, it will be unavailable to all other users.
On the Assign To tab, select User / Groups to assign to a specific user or group.
Using a User-Split task, tasks can be assigned to all members of a user group in parallel. To do this, on the Assign To tab, select the use-group and check the option 'Expand groups on assignment'.
Assign users or groups at run-time
Tasks can be assigned at run-time in two different ways:
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The user who completes the preceding task much choose the user / group for the next task.
If the user or group should be chosen from a defined pool, then select the relevant users / groups from which the selection should be made. Additionally, check the box 'User must choose from these Users / Groups'. If the pool of users is already contained in a user group, then select this group and check the 'Expand groups on assignment' box. -
The user / group is defined by an index field.
Select 'User from Index Data Field' on the Assign Tab.
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