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You can use some types of fields – open for typing, combo, search – in the configuration of the mechanism. However, some may not make sense for those who will respond to the form, as the mechanism interprets only codes or IDs (user code, role code, group code, etc.), meaning the mechanism needs to receive a code as a response from the form.
Therefore, the simplest way to configure this mechanism is by using a selection field – combo or search – configuring a dataset for it – standard or developed on the platform – and always selecting a code (ID) as Value. This way, the person responding to the form will select selects a name, but the mechanism will automatically consider considers the registration code of that selected name to direct the request. If the form linked to the process was not created in the new form editor and the field is of the type Search, when configuring a dataset for it, a hidden copy of the field is automatically created with the prefix hidden_ in the name and code. Therefore, it is this copy field that should should be selected in the assignment mechanism.
This does not occur when you create the form linked to the process was created in the new form editor. |
When you move the request is moved from the previous step to the step that has this mechanism configured, it is automatically sent the system automatically sends it to the person listed in the form field that was defined in the mechanism.
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This mechanism cannot be used You cannot use this mechanism in the initial step of the process, as it depends on a definition coming from a step prior to the step in which it is configured, nor for the definition of not even to define the process manager. |
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By allowing dynamic assignment of responsibility, we recommend it is recommended for stages where in which responsibility varies according to the information provided throughout the process.
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Since it depends on the information contained in a field, you must construct the form needs to be well constructed, must request the information objectively, and instruct the requester to fill in the correct information so that it is useful in directing the stage.
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In an Request to access requestthe system process for a system, the requester needs to inform enter who their manager is and why they need access to the tool they are requesting. Before being forwarded to the IT department, responsible for granting access, the request will be is sent to the requester's manager for approval or denial of access. The manager responsible for approval varies according to depending on the requester. Thus, we can define the access approval assignment mechanism – Activity component – as:
→ This means that, when the request is sent goes to the Manager approval stage, the person responsible for it and who will receive the request will be is the one informed entered in the Manager field of the process form. Therefore, the assignment mechanism ensures that each request is directed directly to the responsible person, facilitating the management and approval of access requests.
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Specific Person
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This mechanism allows defining you to define that only a specific person is be responsible for the stage in which it was configured, meaning that you have configured them; that is, only this person receives the request when you send it is sent to this stage, or only this person can open requests for the process, if it is the initial stage.
When selecting this mechanism in the stage configurations of a stage, it is necessary , you need to specify who the specific person is.
When you move the request is moved from the previous stage to the stage that has this mechanism configured, it is automatically sent goes to the specific person defined in the mechanism.
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If the specific person defined in this mechanism is inactive when the request is moved to the stage, the request is sent to the process manager. |
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