Assigning an existing task to a user

You can use an existing flow action to assign a task to a user. By reusing the forms and fields in your application, you can design case types more efficiently.

1. In the Explorer panel, click Cases, and then click the case type that you want to open.

2. On the Workflow tab, click Life cycle.

3. Hover on a process in a stage and click + Step.

4. In the palette that is displayed, click More.

5. Click User actions to display a list of flow actions.

   To change which flow actions are displayed in this list, use the Relevant Records tab on the Application Inventory landing page.

6. Click the name of a flow action and review the description that is displayed.

7. Click Select to add an assignment to the process that displays the flow action to users at run time.

8. On the General tab of the contextual property panel, enter values in the fields to indicate how the assignment, or task, is routed.

   Identify the user or team who performs the assignment.

   To use logic that dynamically identifies a user or team, use custom routing options.

   For more information, see Choosing an assignee at run time.

   To assign the task to the user who last updated the case:

   • In the Route to list, select Current user.

   To assign the task to another user in your application:

   1. In the Route to list, select Specific user.

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

   To assign the task to a team that shares a work queue:

   1. In the Route to list, select Work queue.

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

9. Click Save.

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