Configuring a conditional assignee
Using this feature, we can assign the buttons created for a step to the users whose phone numbers or email IDs match with the ones entered in any of the fields of a form.
Refer to step 6 of the Reimbursement Workflow as described in the Overview section. The member from the Admin Team to be assigned to the step is selected based on the Phone Number field in the form. The system will then match the value of this field with the phone numbers of the users in the system. Thus, the member of the Admin Team is the conditional assignee here.
To configure a conditional assignee for a step,
The Define actions window is displayed. You can set up a conditional assignee for the current step of the workflow here.
2. Under the Select form field from which email/phone will be picked up for the user details mapping, select the field from which you want to match the value to the one in the user’s profile. As we see in the image above, we have selected the Phone Number field of the form.
3. Under Select the user profile field which should be picked for assignment, select the user list from which you want to assign a user to this step, and then select the field in the user profile to be matched with the value of the field in the form. As we see in the above image, we have selected the user list as EMPLOYEE and the field in the user profile as phone.
The above selections ensure that the next assignee from the Audit Team is selected based on the Phone Number field in the form. The system matches the value of this field with the phone numbers of the users in the EMPLOYEE user list.
4. To save the settings, at the bottom right, click Apply. The settings are saved, and the step will be assigned to the user whose profile details match the field value in the form.
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