Assigning a task in a screen flow

You can add the Assignment shape to a flow to create a task, such as entering employment history, that a user must perform before a case can move to the next step in the life cycle. By using assignments, you can capture user input in a structured way.

1. Add the Assignment shape to your screen flow.

2. Double-click the Assignment shape to open the property panel.

3. In the Assignment field, enter a unique name that describes the task that users perform.

4. In the Flow action field, press the Down Arrow key and select an action that users take when they process the assignment.

5. In the Instructions field, press the Down Arrow key and select a field value that is displayed to users when they process the assignment.

6. Click Submit.

You can test the Assignment shape by connecting it to other shapes and running your flow.

Open topic with navigation