Monday, July 30, 2018

Create an Assignment Rule

Complete the following procedure to create an assignment rule.

1. Open Organization administration > Setup > Workflow > Work item queues.

2. Click
Work item queue assignment rules. The Work item queue assignment rules form is displayed.



3. Select a type of document from the Document list. This indicates the
rule you are about to create will apply to a queue that is configured
for the selected type of document.


4. Click
New to create a new assignment rule. 

5. In the Create a new work item assignment rule form that appears,
do the following:


a. In the
Name field, enter a name for the assignment rule.

b. In the
Description field, enter a brief description to help you
identify the rule.


c. In the
Queue name field, select a queue. Documents that meet
the specified conditions of the rule will be sent to this queue.


d. Click
Create rule to create the rule.

6. To specify the conditions under which this rule applies, do the
following:


a. Select the rule in the left pane of the form.

b. Expand the
Conditions tab, and click Add condition.

c. Enter a condition.


d. Enter additional conditions, if necessary.


7. To specify when this rule is evaluated, select the
Move up or Move
down
buttons. 

Regards,
Hossein Karimi

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