Routing an assignment to a worklist

You can route an assignment to the worklist of a user who meets criteria that you provide, such as a required skill set. By sending an assignment to a specific user, you can ensure that a task in a case is processed quickly.

1. Open a flow by searching for it or by using the Application Explorer.

2. On the Diagram tab of the Flow form, double-click an assignment to open the Assignment properties dialog box.

3. Configure the routing options for the assignment to use a worklist.

   To use a static worklist:

   1. In the Routing section, select Operator from the Route to list.

   2. In the autocomplete field that is displayed, press the Down Arrow key and select the operator ID of a user in your application.

      At run time, the assignment is routed to the worklist of this user.

   To use a dynamic worklist that is set by a property:

   1. In the Routing section, select Operator from the Route to list.

   2. In the autocomplete field that is displayed, enter a property that stores an operator ID of a user in your application.

      At run time, the assignment is routed to the worklist of this user.

   To use a dynamic worklist that is set by a router activity:

   1. In the Routing section, select Custom from the Route to list.

   2. In the Assignment type list, select WorkList.

   3. In the Router field, press the Down Arrow key and select a router activity that sets the AssignTo parameter to the name of a worklist.

   4. If the router activity accepts parameters, enter values for those parameters in the fields that are displayed in the Parameters section.

      For example, you can provide the name of a decision tree that finds a worklist based on the skill set of a user when you use the Work-.ToDecisionTree router activity.

   To use a dynamic worklist that is set by business logic:

   See: Assigning a custom task to a user.

4. Click Submit to close the Assignment properties dialog box.

5. Click Save.

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