Creating and Using Assignment Roles

Overview

Assignment Roles are identifiers that are used to define User (individual Accounts) or Group responsibilities and positions. Roles may include:

Designer
Analyst
Manager
etc

Roles can be used to define a recipient for an Assigned Decisions Object, such as a Task, Form, Report, Page, or Service Catalog Item. This article discusses how to CREATE and utilize Assignment Roles within an Assignment Process.

Example

Creating Assignment Roles in v9

In previous versions, Users had to navigate to System > System Data > Assignment Roles to create Assignment Roles. In v9+, Assignment Roles can still be created at the system level, but Users can also create them at the project level, as demonstrated in the example below.

Navigate to a desired Project > Security > Assignment Roles. Then, click CREATE ASSIGNMENT ROLE.
Provide a Name in the respective text box. Then, under Default Accounts and Default Groups, select ADD NEW. Choose the default Accounts to add to the Assignment Role.
PICK the desired Account and or Group, then click CREATE.
From a Flow containing an Assigned Form, add and configure a Setup Process Folder step before the Show Form or Add Task step. This step is needed to help mitigate/track progress within the Assignment Process.
From the Properties of the Assigned Form, navigate to ASSIGNMENT SETUP and select EDIT.
Under From Data > Assignment Roles, set the mapping to Constant, then PICK the Assignment Role that was previously created and click DONE.
Save the Flow, then debug it.
After running the Flow, navigate to the Process Folder created by the Setup Process Folder. Verify that the Assignment Process Data displays the designated Assignment Role.

Associated Steps

Step Name	Description
Add Groups On Assignment Role	Allows Users to add groups to an Assignment Role.
Add Users On Assignment Role	Allows Users to add Users to an Assignment Role.
Clear Inbox Count Cache	Clears the inbox count cache.
Complete Assignment in Other Flow	Allows Users to select a Flow and complete an assignment.
Get Accounts For Assignment Role	Returns accounts associated with the Assignment Role.
Get All Groups And Users For Folder And Role	Returns all groups and Users for the specified Assignment Role.
Set Users On Assignment Role	Allows Users to set Users to an Assignment Role.
Get Assignment Role For Folder By Name Or Id	Returns the Assignment Role data for the specified Folder.
Get My Assignment Count	Returns the number of tasks/assignments assigned to a User.
Get Groups On Assignment Role	Returns the groups associated with the specified Assignment Role.
Set Groups On Assignment Role	Sets the group(s) for a specified Assignment Role.

For further information on Administration, visit the Decisions Forum.