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Adding assignee and request forms

Before setting up the assignment rules and the assignment process, add the assignee forms and request forms to which the rules apply.

To add an assignee form

  1. Open the Assignment Engine Administration Console.
  2. Click the Forms tab.
  3. Click Create to create assignee forms, or click Search to search for assignment forms.
    The Assignment Engine Forms dialog box appears.
  4. In the Form Name list, select the assignee form for which you want to build the assignment process.
  5. In the Display Name field, enter a display name for the form you selected.
    The display name appears in the Form Name column on the Forms tab and in the Assignee Form list on the Assignment Rule form.
  6. For Form Type, select Assignee form.
  7. In the Status list, select Active.
    If you do not want to use the form at this time, select Inactive.
  8. Optionally, specify a Localefor this assignment form.

    Note

    If the Localize Server option on the Advanced tab of the AR System Administration: Server Information form is not selected, all records appear, regardless of the client's locale. If it is selected, some rules apply. See Setting performance and security options and Setting the Localize Server option.

  9. In the Assignee Group Permissions field, select the group to give access to.
  10. On the Common Fieldstab, complete the following fields:
    • Assignee Unique ID — The unique identifier for the assignee (an individual user). For example, you might select Request ID or Assignee ID.
    • Optional fields:
    • Assignee Group Unique ID — Unique instance ID for the assignee group.
    • Assignee Name/Login — Login name or full name of the assignee.
    • Assignee Delivery Method — Field in the assignee form used to store the method to notify the assignee of the assignment.
  11. Click the Assignee Form Fields tab and map the fields from the form you selected.
    For more information, see Adding fields to the assignee and request forms.

    Assignee Form Fields tab
  12. Click Save.

To add a request form

  1. Open the Assignment Engine Administration Console.
  2. Click the Forms tab.
  3. Click Create to create request forms, or click Search to search for assignment forms.
    The Assignment Engine Forms dialog box appears.
  4. From the Form Name list, select the request form for which to build the assignment process.
  5. In the Display Name field, enter a display name for the form you selected.
    The display name appears in the Form Name column on the Forms tab and in the Request Form list on the Assignment Rule form.
  6. For Form Type, select Request form.
  7. From the Status field menu, select Active.
    If you do not want to use the form at this time, select Inactive.
  8. Optionally, specify a Localefor this assignment form.

    Note

    If the Localize Server option (on the Advanced tab of the AR System Administration:Server Information form) is not selected, all records appear, regardless of the client's locale. If the option is selected, some rules apply. See Setting performance and security options and Setting the Localize Server option.

  9. In the Assignee Group Permissions field, select the group to give access to.
  10. On the Common Fieldstab, complete the following fields, which are mapped from the assignee form:
    • Assignee Unique ID — The unique identifier for the assignee (an individual user). For example, you might select Assignee ID.
    • Optional fields:
    • Assignee Group Unique ID — The unique instance ID for the assignee group.
    • Assignee Name/Login — Login name or full name of the assignee.
    • Assignee Delivery Method — Method to notify the assignee of the assignment.
  11. Click the Request Form Fields tab, and map the fields from the form you selected.
    For more information, see Adding fields to the request form.

    Request Form Fields tab
  12. Click Save.
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