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.
- In the Explorer panel, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Hover on a process in a stage and click + Step .
- In the palette that is displayed, click More.
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Click User actions to display a list of flow actions.
Tip: To change which flow actions are displayed in this list, use the Relevant Records tab on the Application Inventory landing page.
- Click the name of a flow action and review the description that is displayed.
- Click Select to add an assignment to the process that displays the flow action to users at run time.
- On the General tab of the contextual property panel, enter values in the fields to indicate how the assignment, or task, is routed.
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Identify the user or team who performs the assignment.
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To assign the task to the user who last updated the case:
- In the Route to list, select Current user.
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To assign the task to another user in your application:
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In the Route to list, select Specific user.
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In the autocomplete field that is displayed, press the Down Arrow key and select the name of a user.
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To assign the task to a team that shares a work queue:
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In the Route to list, select Work queue.
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In the autocomplete field that is displayed, press the Down Arrow key and select the name of a work queue.
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Note: To use logic that dynamically identifies a user or team, use custom routing options. For more information, see Choosing an assignee at run time. -
- Click Save.