Assignments


About Assignments

Overview Assignments in Decisions set who is responsible for a task and what the task involves. Assignments create notifications (for example, a portal notification or an email) to alert the assignee(s)...

Creating a Task From A Flow

A flow can be designed to run a process, gather data automatically, or open a form. A flow that opens a form and collects user input, such as a task name and description, can then be used to create a task. Thus you can create a task from a flow.

Creating and Using Assignment Roles

Assignment roles are used to define responsibilities such as Designer, Analyst, Manager, or Change Advisor. Each role is comprised of groups and users. Entities such as To Dos, forms, reports, pages, or...

Creating Custom Assignment Notification Email

Decisions can send basic email alerts to notify a user of an assignment. These alerts can be customized using flows that allow you to build custom and complex alerts. This example will show the basics...

Handling Task Assignment Via Email Response or Embedded Links

Assigned forms can process responses directly via email through (1) a user replying to an email with an answer, (2) from a user clicking a link in an email, or (3) offering both options. This means that...

Setting Assignment Escalation Dates

Assignments can have the status changed to "Escalated" by setting the Escalation Date property. To set an assignment's Escalation Date, open the Assignment's entity Action menu and select Manage Assignment...

Taking Action Upon Reaching Warn, Late, and/or Escalate Dates

When assigning a form, there are date options available that when set, offer opportunity for taking action upon reaching that date. This functionality makes it possible to apply Service Level Agreement...

Trigger an Activity to Happen on Initial Assignment

When a task is initially assigned, the default behaviors of the portal is to (1) send a popup notification to the assignee(s) and (2) send an email containing the task name, description, and link. Additionally...

Using Assignment Roles

Assignment roles are like contextually modifiable user groups. They behave similarly to groups with two major differences: (1) they can contain groups as well as users, and (2) they can be customized from...

Using Assigned Forms For User Information Approval

Every form or task has a setting called "Assignment Type" which is either set to "In Session" or "Assigned".  When this is set to "ASSIGNED" it means that only the assigned user / group / role can work...

Using URL Paths With Assignments

Decisions URL's paths system were designed to provide user with powerful navigation control in the System between Folders, Flows, Rules, Pages, Reports, Forms and much more using wide variety of additional...

Making an Assignment Appear at Startup

   Assignments requiring an immediate response can be configured to appear in a popup when a user first logs into the portal. To configure an assignment to appear at startup, select the assignment and,...

Using Guest Account for Tasking (Enabling Non-Portal Users to Interact with Flow)

The Guest account is an optional user accout that can be used to get non-portal users, such as an outside vendor for example, to engage in a flow. The guest account user is enabled under System > Settings > Portal Settings, by checking the Enable Guest Account checkbox found under Portal Settings.

Assigning to Named Session

Forms can be assigned to specific users or groups for completion. Assigning a form has a special purpose. We can have assignments appear in the Tasks list of every person that is listed on the assignment...

Auto Complete Assigned Form

This tutorial demonstrates how to use Auto Complete configurations for the Assigned Forms. With Auto Complete setting, we have the option to configure a Time Span for the Assignment. When the specified Time...

Completing Assignments using API

Overview Sometimes you have a workflow that’s designed and working well but you want to add a new facet to it that automatically completes tasks based on things happening outside the flow.  For example...

Handling Email Response Replies

Assigned forms can process responses directly via email through (1) a user replying to an email with an answer, (2) from a user clicking a link in an email, or (3) offering both options. This means that...

Private vs Shared Flows In Form Steps

Overview  This tutorial demonstrates how to use Private and Shared Flow modes in Form steps. This Flow modes are used in the Flow Designer in Form steps. If the Form is Assigned it is possible to perform...