Create an assignment, which displays a form with fields, to collect information from a
user who has skill sets and other criteria that you define.
Tip: To save time, review the existing forms for assignments in your
application, because you must build a form for every new assignment that you create. For
more information about reusing forms, see:
Assigning a task to a user.
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In the Explorer panel of Dev Studio, click Case types, and then click the
case type that you want to open.
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On the
Workflow
tab, click
Life cycle.
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Hover over a process in a stage and then click
.
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In the text field that is displayed, enter a unique name that describes the task.
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Identify the user or team who performs the assignment.
- To assign the task to the user who last updated the case, from the Route
to list, select Current user.
- To assign the task to another user in your application, from the Route
to list, select Specific user and enter values for
the fields that are displayed. You can assign the task to a user, a user reference, the
reporting manager of the user who last updated the case, or a case participant.
- To assign the task to a team sharing a work queue, from the Route
to list, select Work queue and select a team from
the list that is displayed.
- To assign the task to a worklist or a team sharing a work
queue, from the Route to list, select
Custom and enter values for the fields that are displayed.
Select an assignment type in the first field and a worklist or work queue in the second
field.
- Optional:
In the Set case status field, press the Down Arrow key and select the status
that is assigned to the case on entering this step, or enter a unique name to create a new
status for the case.
- Optional:
In the Instructions field, enter a field value that describes
the purpose of the task.
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Click
Save.
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Define the
fields on the form that is displayed when the user performs the task.