Understanding the Usage of Assign To Block in Workflow Business Functions

When the default lane role and its associated 'Workitem Filters' cannot adequately filter users according to the conditions outlined in the business case, a service (BOS) is used to do these operations. The result is stored in variables. Subsequently, the Assign To block can be used to assign the workitem to a particular user based on these variables.

This feature enables the work item to be assigned to a specific user, a group of users, or a specific role.

When to use the Assign To block in a Workflow?

• The Assign To block in a workflow is utilized when the default lane level roles and its filters are not adequate for determining the specific user/role to whom a work item should be assigned.
• The Assign To block is particularly used when users need to be filtered based on execution of a BOS. For example: The BOS checks whether the 'Log in' user has authorization to approve requests exceeding a certain value. The outcome of the BOS determines the list of users or roles that need to be assigned to the work item.

To know more about Assign To block, refer "Assignment" section in the EdgeReady Userguide.

Choosing between Workitem Filter and the Assign To Block

How to Use the Assign To Block?

The combination of (role and user) conditions that determine access to a workitem depend on the two main properties of the Assign To block:

• AssignToUser
• AssignToRole

The following business scenarios can arise while assigning workitems. However only some of the scenarios can be implemented directly using the Assign To block, others may require a custom logic executed through a BOS.  

Definitions

• Current User - Logged in user who has access to the workitem
• New User - User who must be given access to the workitem
• Current Role - Users assigned to the Lane role to which the workitem is directed within the workflow's lane structure
• New Role - User Role who must be given access to the workitem

User - Role Business Scenarios		How to Implement it?	Description
Add New User	Remove current Role		Set the current role to '' (empty) to remove the role.
Add New User	Remove current User		Adding a new user automatically removes the current user.
Add New User	Along with current User	Requires a custom logic	A BOS to add the new user with current user
Add New User	Along with current Role	Requires a custom logic	A BOS to add the new user with current role
Add New Role	Remove current User		Adding a new role automatically removes the current user.
Add New Role	Remove the current Role		Adding a new role automatically removes the current role.
Add New Role	Along with current User	Requires a custom logic	A BOS to add a new role with the current user
Add New Role	Along with current Role	Requires a custom logic	A BOS to add a new role with the current role