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Speaking of configuring assignment mechanisms ...

Assignment mechanisms are components that allow you to select certain users to perform certain actions such as acting as process manager, receiving process tasks, carrying out actions regarding request attachments.

Available assignment mechanisms are detailed below.


Assignment by association

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Painel

This type of assignment allows associating multiple mechanisms to generate more complex and intricate logics to select users to whom a certain action is assigned. By associating multiple mechanisms, you can select either all users or only users present in all mechanisms (concept of intersection).

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06. After adding and configuring all the mechanisms for the association, click Confirm.


Assignment by group

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Painel

This type of mechanism allows you to assign a particular action to all users from a group.

01. After selecting the Assignment by group option and clicking Configure, select the group of your choosing from the displayed window.

02. Click Confirm.


Assignment to a group

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Painel

This type of mechanism allows you to assign an activity to a pool of resources and all users from the given group can take it on.

01. After selecting the Assignment to a group option and clicking Configure, select the group of your choosing from the displayed window.

02. Click Confirm.


Assignment by role

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Painel

This type of mechanism allows you to assign a particular action to all users of a role.

01. After selecting the Assignment by role option and clicking Configure, select the role of your choosing from the displayed window.

02. Click Confirm.


Assignment to a role

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Painel

This type of mechanism allows you to assign an activity to a pool of resources and all users of the given role can take it on.

01. After selecting the Assignment to a role option and clicking Configure, select the role of your choosing from the displayed window.

02. Click Confirm.


Assignment by user

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Painel

This type of mechanism allows you to assign a particular action to a specific user.

01. After selecting the Assignment by user option and clicking Configure, select the user of your choosing from the displayed window.

02. Click Confirm.


Assignment by form field

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Painel

This type of mechanism allows you to assign a particular action to a specific user to be entered in a particular field on the form associated with a process.

You cannot use this mechanism for the initial activity of a process, because it depends on form records, which do not yet exist for the initial activity.

01. After selecting the Assignment by form field option and clicking Configure, select the form field of your choosing from the displayed window.

02. Click Confirm.


Assignment by activity performer

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Painel

This type of mechanism allows you to assign a particular action to a specific user that performed a particular process activity.

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Painel

Performed activity
Activity whose performer is considered to be assigned an action.

Returns
User who performed the activity and will be considered in the assignment mechanism. Available options are:

  • First execution: when it is selected, the user to be considered in the assignment mechanism is the first performer of the selected activity;
  • Last execution: when it is selected, the user to be considered in the assignment mechanism is the one who last performed the selected activity in the process; This option only makes sense if the selected activity is performed more than once throughout the process.

All executions: when it is selected, all users who have permission to perform the selected task are considered in the assignment mechanism. This option only makes sense if the selected activity is performed more than once throughout the process.

02. Click Confirm.


Assignment by collaborator group

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Painel

This type of mechanism allows you to assign a particular action to the users who belong to the same groups as the user who initiated a process request or as the authenticated user (current).

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Painel

Search for users from groups
User from the groups that are considered in the assignment mechanism. Available options are:

  • From requesters group: when it is selected, the users who belong to the same groups as the user who initiated the request are considered in the mechanism;
  • From current user group: when it is selected, the users who belong to the same groups as the authenticated user are considered in the mechanism;

Only work groups
When it is checked, only work groups are considered (community groups to which the user belongs are not considered).

Add community groups
When it is checked, both work groups and the community groups to which the user belongs are considered.

02. Click Confirm.


Assignment by all users

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Painel

This type of mechanism allows you to assign the security criteria of documents attached to process requests to all active users.

This mechanism is only available for defining security for process attachments and there are no settings available for it. 

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