Use this form to:

  • Select who a task should be assigned to.

  • Select who a document should be assigned to for approval.

  • 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

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

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.

These options appear if you are assigning a task or approval step.

Select one of the following options:

  • Hours —If you select this option, enter the number of hours that the user has to respond, and then select the calendar that your organization uses.

  • Days —If you select this option, enter the number of days that the user has to respond, and then select the calendar that your organization uses.

  • Weeks If you select this option, enter the number of weeks the user has to respond.

  • Months —If you select this option, select the day and week by which the user must respond. For example, you may want the user to respond by Friday of the third week of the month.

  • Years —If you select this option, select the day, week, and month by which the user must respond. For example, you may want the user to respond by Friday of the third week of December.