--- title: "Assignment Settings and Configuration" slug: "assignment-settings" tags: ["email", "Flow Properties", "assignments", "Form Properties"] updated: 2025-06-18T14:12:25Z published: 2025-06-18T14:12:25Z --- > ## Documentation Index > Fetch the complete documentation index at: https://documentation.decisions.com/llms.txt > Use this file to discover all available pages before exploring further. # Assignment Settings and Configuration ## Overview To assign specific **User****Accounts**or **Groups**with pre-defined actions via [**Assignments**](https://documentation.decisions.com/v9/docs/about-assignments), Designers are provided a host of customizable options that define how their Assignments are sent, who it is sent **To**and **From**, and what sort of task is sent. The following article details these **Settings**and their functions within the **Flow****Designer**and the **Studio**/**Portal**via the **System****Folder**. --- ## Flow Step Properties The **Properties**tab on an **Assignment Step**(**Show****Form**or **Add****Task,**for example)****acts as home to many available configurations for specifying details of an Assignment. The following table below explains each of these core Properties: | **Input** | **Function** | | --- | --- | | Assign To | Used to define who (User Account, Group, or Email) the Assignment is assigned to. In v9.9, users can assign assignments to the accounts that do not yet exist in the platform. For more information, refer to [Trigger Flow If Account Is Missing During Task Assignment](/v9/docs/trigger-flow-if-account-is-missing-during-task-assignment). | | Assignment Name | Used to define the name of the Assignment. | | Assignment Action Name | Used to define the name of the Assigned Action itself. | | Assignment Reference Id | Used as a means to reference the Assignment. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-20_16h34_13.png) --- ## Assignment Setup In addition to the settings provided by the **Assignment** category in the **Properties** tab, many other configurable features can be found by clicking **EDIT** under the **Assignment Setup**category. The inputs within this window contain several subcategories, each providing valuable specifications for the Assignment. ### Assignment Type The **Assignment****Type**selector is used to determine the Assignment recipient; they can be found under **ASSIGNMENT > Assignment Type**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-20_16h35_25.png)The function of each **Assignment****Type**is as follows: | Assignment Type | Description | | --- | --- | | InSession | Assigns the Form to the current User Session. | | Assigned | Assigns the Form to a provided [Account](https://documentation.decisions.com/v9/docs/adding-a-user-account), [Group](https://documentation.decisions.com/v9/docs/adding-a-group), or Role. | | AssignedToGuest | Assigns the Form to the [Guest Account](https://documentation.decisions.com/v9/docs/enabling-a-guest-account). | | AssignedToNamedSession | Assigns the Form to a specified [Named Session](/v9/docs/named-session); allows assignment of Forms to Assignee without Decisions Account. | ### From Data The features within this category allow Users to define which **Accounts and Groups** or **Roles**act as the origin for the Assignment. This is provided to Users through the following three **Properties**: | **Option** | **Function** | | --- | --- | | Accounts and Groups | Allows User to define with [Accounts](https://documentation.decisions.com/v9/docs/adding-a-user-account) and/or [Groups](https://documentation.decisions.com/v9/docs/adding-a-group) the Assignment is sent from. | | Assignment Roles | Allows the User to define which Roles the Assignment originates from. | | Exclude Accounts and Groups. | Allows the User to specify which Accounts or Groups are excluded from the point of origin for the Assignment. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_13h39_49.png) ### Assignment Data These Inputs allow the User to define parameters specific to the **Data**used in the Assignment. The settings are as follows: | **Option** | **Function** | | --- | --- | | Assignment Folder Type | Provides options to dictate which Folder the Assignment is stored in. | | | NotSpecified | Makes it so that the Assignment is not stored in a specific Folder. | | | Select | Allows the user to define where the Assignment is stored in via the Folder Picker. | | | FromFlow | Allows the user to pass the Assignment Storage location from Flow via Folder Id; selecting this option provides the new Assignment Folder Id Input. | | Assignment Description | Allows users to give the Assignment a Description value. | | Assignment Type Description | Used to designate a Description for the Assignment's Type. | | Assignment Priority | Used to assign a Priority level to the Assignment. | ### ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_14h02_13.png) ### Automatically Show If Assigned and Assignment Dates The **Assignment****Setup** panel offers further configuration beyond the **Assignment****Data**; the **Show Assigned Form** drop-down underneath the **Automatically Show if Assigne****d** header offers the user the option to display the Form in one of the following ways: **Never**, **Always**, **Dynamically**, or via suggestion (**Suggest**). The **Assignment****Dates**category provides options for setting specific **Dates**regarding various points throughout the **Assignment's**Process by triggering one of the listed **Booleans**. The options located under this category are as follows: | **Option** | **Function** | | --- | --- | | Specify Start Date | Establishes the Start Date for the Assignment. | | Specify Warn Date | Establishes when to Warn the User about the Assignment's completion. | | Specify Late Date | Establishes when the Assignment is considered Late. | | Specify Escalate Date | Establishes when escalation actions will be taken against the Assignment. | | Specify Expiration Date | Establishes when the Assignment expires. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_14h28_30.png) ### Assignment Events The **Assignment****Events**settings establish **Flow****Behavior**for the **Start**, **Warn**, **Late**, and **Escalate****Flow**of****an Assignment. These options are selected via a drop-down menu that offers the following three options: | **Option** | **Function** | | --- | --- | | None | Performs no specific Flow or Behavior for the Assignment at the respective State of the Assignment. | | SharedFlow | Does not allow Flow Data from the Parent Flow but is reusable in other Assignments. | | Private | Allows data from the Parent Flow but is not reusable and tied to a specific Assignment. | ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_14h32_30.png) ### Assignment Reuse and Completed Result View The next category of **Assignment****Setup**options pertains to **Reuse**behavior for **Assignments**. The initial three options (available via drop-down) for reusing the Assignment are as follows: | **Option** | **Function** | | --- | --- | | No | Disables Reuse on the Assignment. | | Always | Always enables the Reuse of the Assignment. | | If Same Assignee | Reuses the Assignment if it's Assigned to the same Assignee. | If a user selects either **Always**or **Is****Same****Assignee**, the following functions are made available to better customize the Reuse behavior: | **Option** | **Function** | | --- | --- | | Rerun Startup Flow | Reruns the Startup Flow upon Reuse of the Assignment. | | Resend Email | Resends the Email upon Reuse of the Assignment. | | Calculate New Assignment Dates | Allows the ability to Calculate New Assignment Dates upon Reuse of the Assignment. | | Keep Existing Assignment Description | Maintains the same Assignment Description upon Reuse of the Assignment. | The **Completed****Form**category provides the single **Save Form Result View** option. This provides the ability to right-click the Form and view the completed Assignment. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_14h59_28.png) ### Additional Assignment Actions The final category within the **Assignment****Setup****Properties**provides options for****users to define additional specific **Actions**(such as **Approvals**and **Denials**). These can be added by selecting ADD under the **Action****Definitions**category. In doing so, users are provided additional EMAIL, DATA, and USER DIALOG configurations for defining custom Actions and **Response**options. Additional Assignment Actions Demonstrated For more information and an example of utilizing the Additional Assignment Actions Settings, see [**Handling Email Response Replies**](https://documentation.decisions.com/v9/docs/handling-email-response-replies). ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_15h28_39.png) --- ## On Step Run and Auto Complete Step #### One Step Run **Assignments** offer additional options for Assignment **Runtime**behaviors via the**On Step Run**section. Such options allow Users to define the **Step****Start****Flow****Type**as either **None, SharedFlow, or Private**. Triggering one of these options will allow the User to define which **Flow To Run** and the **URL****Parameter****Name**, the **Assignment****ID**, **Step****Tracking****ID**, and **Flow****Tracking****Parameters**for the Assignment. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_15h41_48.png) In v9.1+, Users have the ability to send the AssignmentID property down the Output path of all Forms that are set to **Assigned**when **Output Assignment ID** is checked.**** ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/image-1750255906436.png) #### Auto Complete Step The **Auto Complete Step**panel is used to set the step to complete on its own based on a user-defined **Time**value and the Assignment's behavior upon completion. Users may define their desired **Outcome**behaviors by adding (ADD button) to the **Scenarios [Additional Outcomes for AutoComplete] Input**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_15h51_58.png) The **Auto Complete Time** can be defined by providing a value via the **Check Time Span**sliders. Additionally, if a User wishes to input the Auto Complete Time dynamically (as an **Int32**value), they may do so by enabling the Auto Complete Time From Data Boolean. Dynamic MappingIf a user wishes to dynamically input the Auto Complete Time, they may do so via the **Auto Complete Time From Data****Boolean**.  ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2022-01-18_16h01_05.png) --- ## Assignment Settings (System) In addition to the **Assignment****Properties**options that can be used within a Flow, the **Decisions****Studio**offers additional configurations via **System > Settings >** **Assignment Settings**. These Settings specifically define a value for the Assignment's **Lease****Time**. These Settings are as follows: | **Name** | **Function** | | --- | --- | | Assignment Initial Lease Time | The Time that the Lease on the Assigned Form Session is good for after a user opens it. | | Assignment Action Lease Time | The amount of Time before another user can use the context/right-click Action the Assignment. | What Happens If Action Lease Time Is Shorter Than Initial Lease time?If the **Action Lease Time** is shorter than the **Initial Lease Time**, other **Assigned** users would be able to open and act on the **Assignment** despite the **Lease**not expiring on the **Assignment****Session**. ![](https://cdn.document360.io/6ef8bcc1-6489-4486-9ad1-83acff7e5df0/Images/Documentation/2024-06-20_16h39_11.png) --- ## Feature Changes | Description | Version | Release | Developer Task | | --- | --- | --- | --- | | Added a new setting "Output Assignment ID for Forms under "On Step Run. This setting allows for Assignment IDs to be captured when a Form set to **Assigned**is completed. | [9.1](https://documentation.decisions.com/v99/docs/version-91x-release-notes?highlight=DT-039483%5D%20Assignment%20Step%20should%20output%20assignment_id) | September 2024 | [DT-039483] | | Assignments can be created for accounts that do not yet exist. | [9.9](https://documentation.decisions.com/v99/docs/version-99x-release-notes) | April 2025 | [DT-043711] | ## For further information on Forms, visit the [Decisions Forum](https://community.decisions.com/categories/Forms).