Adding an assignment to a process

You can add an assignment to a process to create a task, such as entering employment history, that a user must perform before a case can move to the next step in a work flow. By using assignments, you can capture user input in a structured way.

Tip: You can add an assignment to a flow by using Process Modeler or Case Designer. Process Modeler supports the full set of options for a flow, while Case Designer supports a subset of options but displays the flow in the context of a case life cycle.

1. On the Life cycle tab of Case Designer, hover over a process in a stage and click + Step.

2. In the palette that is displayed, click Collect information.

3. In the text field that is displayed, enter a unique name that describes the assignment.

4. On the General tab of the contextual property panel, enter values in the fields to indicate how the assignment is routed at run time.

   To use the worklist of the user who last updated the case:

   Click Current user.

   To use the worklist of another user in your application:

   1. Click Specific user.

   2. In the autocomplete field that is displayed, press the Down Arrow key and select the name of a user.

   To use a work queue that is processed by users with the same role:

   1. Click Work queue.

   2. In the autocomplete field that is displayed, press the Down Arrow key and select the name of a work queue.

   To provide custom routing options:

   1. Click Custom.

   2. In the Assignment type list, select an activity that creates an assignment.

      To use a standard activity that is not in the list, configure the Assignment shape in Process Modeler.

   3. In the Router field, press the Down Arrow key and select the name of an activity that determines how the assignment is routed.

      For example, you can use the ToDecisionTree activity to route an assignment based on the value that is returned by a decision tree.

      Tip: If the assignment is in a swimlane on the flow diagram, configure the assignment and the swimlane with the same router activity. You can access the swimlane by opening Process Modeler.

   4. If the router activity accepts parameters, pass values for those parameters by entering values in the fields in the Parameters section.

5. Optional: To change the status of the case when the assignment is completed, press the Down Arrow key in the Set case status field and select a status value.

6. Optional: In the Instructions field, press the Down Arrow key and select a field value to display to users that describes the task that is accomplished when they complete the assignment.

7. Click Save.

At run time, the assignment is routed to the worklist of a user or a shared work queue. After the assignment is completed, the case moves to the next step in the process.

Tip: Click Configure view to define the fields on the form that is displayed when the assignment is processed.

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