Configuring On the Fly Assignment
Last Updated: July 28, 2021
On the Fly assignment lets you assign a case specifically to a user in the next lane. From the process flow, you can select from any of the process lanes where you want to enable the on the fly assignment, and the user/s assigned on the prior lane from where you enabled the on the fly assignment, will be the ones to select whom they want to assign the case to next.
After building the form, proceed to the Process Flow and select a lane where you want to enable the On the Fly Assignment. Upon clicking on the lane, tick the checkbox for Allow assigning to specific people.
Based on the image above, we enable the on the fly assignment on the HR Processing lane. However, the user/s assigned on the prior lane (Supervisor Approval) from where you enabled the on the fly assignment, will be the ones to select whom they want to assign the case to next.
After building the process, proceed to the User Settings to assign users in each process step and publish the workflow.
Upon reaching the Supervisor Approval lane, a Special Assignment dropdown will appear in the form. This will list down the users assigned in the HR Processing step. The supervisor will select from the list of users where they want to assign the case to next, and the selected user will be the only one to receive the case.
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On the Fly assignment lets you assign a case specifically to a user in the next lane. From the process flow, you can select from any of the process lanes where you want to enable the on the fly assignment, and the user/s assigned on the prior lane from where you enabled the on the fly assignment, will be the ones to select whom they want to assign the case to next.
After building the form, proceed to the Process Flow and select a lane where you want to enable the On the Fly Assignment. Upon clicking on the lane, tick the checkbox for Allow assigning to specific people.
Based on the image above, we enable the on the fly assignment on the HR Processing lane. However, the user/s assigned on the prior lane (Supervisor Approval) from where you enabled the on the fly assignment, will be the ones to select whom they want to assign the case to next.
After building the process, proceed to the User Settings to assign users in each process step and publish the workflow.
ASSIGNING OF USER
Upon reaching the Supervisor Approval lane, a Special Assignment dropdown will appear in the form. This will list down the users assigned in the HR Processing step. The supervisor will select from the list of users where they want to assign the case to next, and the selected user will be the only one to receive the case.
RELATED ARTICLE(S):
PREVIOUS ARTICLE: 3.3: Configuring the Task List App for Work Scheduler
NEXT ARTICLE: 4: Workflow App: User Settings
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 28/07/2021
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