Use this form to:
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Select who a task should be assigned to.
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Select who a document should be assigned to for approval.
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Select who should receive notifications.
Tasks that use this form
Navigating the form
The following tables provide descriptions for the controls in this form.
Buttons
Button |
Description |
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Create stop condition |
Opens the Workflow condition editorform. This button is only available when the Hierarchy basedoption has been selected. |
Create condition |
Opens the Workflow condition editorform. This button is only available when the Hierarchy basedoption has been selected. |
OK |
Saves your changes and closes the form. |
Cancel |
Disregards your changes and closes the form. |
Fields
Field |
Description |
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Role based |
Click this option to assign the work item to users in a specific role. |
Assign to members of this role |
Select a role. |
Hierarchy based |
Click this option to assign the work item to employees in an organizational hierarchy. For more information, see Hierarchy-based assignment. This option is available when you are assigning a task or approval step. |
Start from |
Select a person. This field is only available when the Hierarchy basedoption has been selected. |
Assign to all users retrieved |
If you select this option, the work item will be assigned to all employees in the range. This option is only available when the Hierarchy basedoption has been selected. |
Assign only to last user retrieved |
If you select this option, the work item will be assigned to only the last employee in the range. This option is only available when the Hierarchy basedoption has been selected. |
Do not assign to users that meet the following condition |
If you select this option, the system will not assign the work item to users in the range who meet a specific condition. Click Create conditionto specify the condition. This option is only available when the Hierarchy basedoption has been selected. |
User based |
Click this option to assign the work item to specific users. |
You can assign a workflow element to more than one user. To select multiple users, press CTRL and then click each user in turn. |
Click the drop-down list. The Select employeeform is displayed, where you can select one or more users. |
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These options appear if you are assigning a task or approval step. Select one of the following options:
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