Assigning a task to a user

You can use an existing flow action to assign a task to a user. By reusing the forms and fields in your application, you can design case types more efficiently.

1. In the Explorer panel of Dev Studio, click Case types, and then click the case type that you want to open.
2. On the Workflow tab, click Life cycle.
3. Hover on a process in a stage and click + Step .
4. In the palette that is displayed, click More.
5. Click User actions to display a list of flow actions.
   Tip: To change which flow actions are displayed in this list, use the Relevant Records tab on the Application Inventory landing page.
6. Click the name of a flow action and review the description that is displayed.
7. Click Select to add an assignment to the process that displays the flow action to users at run time.
8. On the General tab of the contextual property panel, enter values in the fields to indicate how the assignment, or task, is routed.
9. 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.
   Note: To use logic that dynamically identifies a user or team, you can use custom routing options. For more information, see Choosing an assignee at run time.
10. Click Save.