You can create assignments by adding certain steps, such as the Collect information, Approve/Reject, or Form steps, to a process in Case Designer or by adding one of the assignment shapes to a process on the Diagram tab on the Flow form, which gives you more configuration options.
You can add, and then configure, the following assignment shapes:
- The basic assignment shape that you use to collect data from users. The shape creates a task in a work queue or worklist, so that a user can provide input to the process. For example, you can use this shape in a mortgage case type to create a task for a case worker to calculate a new interest rate.
- Assignment Service
- An advanced shape that you use to continue your work flow in an external system. The shape calls an activity that requests and receives information from an external system by using a connect rule. For example, you can use the shape to retrieve a customer's financial history from an external system or department.
Assignment settingsYou can decide how users process the assignments in your application by configuring the following settings:
- Determines who processes the assignment. In a typical scenario, a regular assignment
shape routes to a user (which in Dev Studio is known as the
current or specific operator, or worklist), or a team (which in Dev Studio is known as a work queue, and formerly also known as
For more information about the routing options, see Collecting information from a user, Assigning users automatically at run time with business logic, and Configuring custom routing logic for assignments.
- The service-level agreement
- Defines the recommended and required completion times for the assignment by creating goals and deadlines for case workers.
- Provides a description for the step. For more information, see Creating a specification.
- Assignment configuration
- Defines assignment details such as harness, confirmation note, and screen navigation.
- Local actions
- Specifies local actions that users can choose to take before they complete the
assignment. At run time, local actions are displayed in the header of a case. To
configure a local action for an assignment, you create or select an existing flow
action. Submitting a local action at run time does not complete the current
For more information, see About Flow Actions.
- Sends out correspondence, such as an email message, when a running flow creates an
assignment. Typically, the application sends this correspondence to one or more of the
work parties identified in the work item, and then reports progress to that party. Users
can select a notify activity, which is an activity of the notify activity type, on the
For more information, see Activity form - how to create activities for flows.
- Determines whether an assignment is associated with a ticket, which can be raised at
any time by any process in the same case. Processing is connected to a ticket to respond
to a business exception, error flow, or event, such as for example a user withdrawal
For more information, see Creating a ticket.
- Records work item properties that you want to use in the optimization analysis with the Process Optimization tool, which performs probability analysis on assignments to identify common flow patterns and trends.
Assignment types for custom routing options
Each assignment in a process has a type based on the standard activity that creates the assignment. You can select a standard activity when you define the routing options for an assignment in a flow diagram in Case Designer. When you select the Custom routing option on an assignment shape on the Diagram tab of the Flow form, you can then select an assignment activity from the list in the Assignment Type field:
- Creates an assignment that waits for an external system to perform processing before moving to the next step in the process.
- Creates an assignment that waits for an event to occur, such as the resolution of another case.
- Uses the Directed Web Access feature to create an external assignment, for example, to
receive input from an external user.
For more information, see Directed Web Access in configuring assignments for external users.
- Work queue
- Creates an assignment that an application can route to a work queue that is common to
For more information, see Configuring custom routing logic for assignments, Creating a work queue and Assigning users automatically at run time with business logic.
- Creates an assignment that an application can route to the worklist of a current user
or a specific user that the router activity defines.
For more information, see Configuring custom routing logic for assignments and Assigning users automatically at run time with business logic.