Workflow

Workflow rule - Change a task assignee

You can update a task's assignee as part of a workflow rule.
Add a new rule
Navigate to
Admin
 >
Workflow management
 >
Workflows
:
" "
The
Workflow
 screen opens:
" "
Click the workflow that you want to add the new rule to, and click
Add
 >
New Rule
:
" "
The
New rule
 screen opens:
" "
When creating your new rule, give it a
Name
 and
Description
. Once you have supplied both, select
Save and continue
.
Triggers
The Triggers tab opens:
" "
In the
Triggers
 tab, select
Task
 from the first drop-down menu:
" "
And then select whether you want
All
 or
Any
 of the following conditions to be met, in order to trigger the rule:
" "
The conditions that are available for
Task
, are
Status
 and
List
. Select either
List
 or
Status
, and then enter what they must be changed to, in order to trigger the rule.
Example
In the below example, we have chosen to trigger the rule if the
List
 is changed to
Due diligence
:
" "
You can add as many conditions as you like to your rule, and choose whether all or some of them must be met.
Once you have chosen your triggers, select
Save and continue
.
Actions
The
Actions
 tab opens:
" "
In the
Choose action
 menu, select
Update task
:
" "
Type the name of a user or
user group
 in the
Assignee
 field.
" "
Select the user name or user group and select
Save
. Your new rule will be added to your workflow.

This article applies to:

  • Product: HighQ
  • Subject: Workflow