Assignment Advanced Features
From Business Process Management, BPM and Workflow Automation Wiki | BizAgi BPMS
<keywords content="keywords"> assignment preconditions, preconditions, assignment, performers, performer, method, assignation methods, assignation method </keywords>
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Assignment Preconditions
A Precondition allows a user to establish rules in order to decide which assignment rule to follow.
For example, in a Credit Request Process, if a Request is created in the Head Quarters, the approval of credits over 10,000 USD will be done by the Financial Vice-President. But if the Request is created in a branch, the approval of those credits will be done by the Office Director.
The first part of the condition, Where the Request is created will be the Precondition.
The person with the Position that will be assigned will be the Assignment Rule.
Assignation Method
Everyone: Assignments are given to all the users with the characteristics indicated and the first one, who takes them, carries them out. That is, when one of the users enters the activity, it will no longer be displayed for the others to see.
When a user clicks on a pending case that has been assigned to more than one person, it will automatically be assigned ONLY to the user who clicked. The other users will no longer be assigned to it.
If a user wants to review a case information BUT NOT work on it, it is useful to open the case's Summary form, or Preview of the Form. This way, the information will be displayed without the case being opened.
By load: The task is assigned to the user with the lowest workload or with the least “jobs pending” on the project. However, the system always verifies whether one of the users of the group has already worked on the case, and if so, he/she is assigned the task, regardless of whether or not he/she has a most workload than the rest of the group.
Sequential: Each task is assigned evenhandedly and sequentially among the users who satisify the assignation criteria, regardless of their workload. However, if there is a task been instantiated several times, this task will be assigned to the same user that worked previously in it, and the assignation method will not apply in this case.
First Available: With this method, tasks are assigned to the user that will first be available according to the time zone associated. Sometimes there will be more than one user available, in these cases, Bizagi will determine the task performer by evaluating the workload of each available user.
Assignment Rule
Assignment rules are composed of conditions that are evaluated against values to choose users that meet them.
Those conditions can be composed of several sentences that can be combined: to meet All the Conditions (AND) or Any of the Conditions (Or).
Check out the following image to learn how to add a condition
An activity will always be assigned to the users that have jobs as analysts located in the city of England.
An activity can be assigned to all the analysts who have the skill “Specialist in Corporations” or to the Loan Manager:
During the loan process, the “Inform Client” activity is carried out by the user who registered the case.
During the loan process, the “Inform Client” activity is carried out by the user is currently assigned to the activity.
How to use an Expression
An Expression is a rule that returns a value, or a set of values. This only applies for UserId and User created Properties.
In the following example, if the client of a Credit Request process was a viable client, then the File Document activity will be done by the Request User. If the client was denied the same activity will be done by the Sales User.
Select the User Property, in this case UserId, and Select Rule. Then click in Select Rule.
Create the rule, and the associate it to the condition. Click Ok to save.
The assignment rule can also include AND or OR operators combined with the Expressions.
User Id Expressions
User Id property has common expressions that can be selected without actually creating the rules, and are ready to use.
User Id can return the Case Creator, the Current Asignee and up to 10 levels of bosses.
Case Creator: the user who created the case.
Current Asignee: the user who worked in the last activity
Current Asignee Boss: The boss of the user who worked in the last activity.
Current Asignee Boss level 2: the boss of the boss of the user who worked in the last activity.
Each level scales one level in the hierarchy defined.
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