Selecting an assignment strategy

Assignment strategy governs how a particular step of the workflow is assigned to multiple users at a time.

Refer to step 3 of the Reimbursement Workflow as described in the Overview section. When the Department Head approves the request, it is then assigned to a member of the Finance Team consisting of 5 members. Only one member will be assigned to a step at a time. For another instance of the workflow, this step will be assigned to the next member in the sequence. Let's look at how this is done. Assume that this step is already assigned to the Finance Team following the steps given in Assignment settings.

To select an assignment strategy for the step,

1. In the node, click .

Assignmenet Strategy

The Define actions window is displayed. You can set up an assignment strategy for the current step of the workflow here.

Assignment Strategy

2. From the Select assignment strategy dropdown menu, select the required option.

• Round Robin: When a role has multiple users, the step is assigned to those users one by one sequentially.

• All users: When a role has multiple users, the step is assigned to all the users at once.

Note:

• When the assignment strategy is Round Robin, the step is assigned to only one user belonging to a role at a time.

• When the assignment strategy is All users, the step is assigned to all the users belonging to a role. Any user belonging to the required role can take action for the concerned step.

For the Reimbursement use case, step 3, we have selected the assignment strategy as Round Robin for the Finance Team. Since, the Finance Team consists of 5 members, the Round Robin strategy will ensure only one member is assigned to a step at a time. In the next instance of the workflow, the next Finance Team member in sequence will be assigned to the step.