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Available assignment mechanisms are detailed below.
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Assignment by association
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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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03. In the Association box, select the added mechanism and click Edit.
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To delete an added mechanism, simply select it and click Delete. |
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05. After adding all the mechanisms for the association, define how to perform it.
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Types of association
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06. After adding and configuring all the mechanisms for the association, click Confirm.
Assignment by group
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This type of mechanism allows you to assign a particular action to all users from a group. |
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02. Click Confirm.
Assignment to a group
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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. |
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02. Click Confirm.
Assignment by role
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This type of mechanism allows you to assign a particular action to all users of a role. |
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02. Click Confirm.
Assignment to a role
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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. |
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02. Click Confirm.
Assignment by user
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This type of mechanism allows you to assign a particular action to a specific user. |
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Assignment by form field
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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. |
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Assignment by activity performer
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This type of mechanism allows you to assign a particular action to a specific user that performed a particular process activity. |
01. After selecting the Assignment by activity performer option and clicking Configure, define the required information.
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Performed activity Returns
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. |
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Assignment by collaborator group
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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). |
01. After selecting the Assignment by collaborator group option and clicking Configure, define the required information.
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Search for users from groups
Only work groups Add community groups |
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Assignment by all users
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This type of mechanism allows you to assign the security criteria of documents attached to process requests to all active fluig users. This mechanism is only available for defining security for process attachments and there are no settings available for it. |
01. In the Attachment security tab of the process properties, select the Assignment by all users option and define the security criteria to be assigned to all active fluig users.
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For detailed information on security criteria available for documents attached to process requests, see Process settings. |
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