Adding and executing assignment processes


After you set up the assignee and request forms, you can add and execute assignment processes.

To add an assignment process

  1. Open the Assignment EngineAdministration Console.
  2. Click the Processes tab, and click Create.
    The Process Definition form appears.
  3.  In the Process Name field, enter a descriptive name for the process.

    Use unique process names.

  4. In the Request Form field, select a form that creates the requests to which you want to assign users.
  5. (Optional) Enter a description of the process.
  6. Click Create to create a rule.
    For more information, see Adding-assignment-rules.
  7. Specify a sequence for the rules.
    The rules apply according to the order in which they appear.
    For more information, see Setting-sequencing-for-rules.

    The order of the rules is important. The most specific rules should be at the top of your list because the Assignment Engineprocesses the rules from top to bottom and makes an assignment when it finds a match.
     Make sure that the Status is set to Active

  8. Click Save.

To run an assignment process

To run your assignment processes, you must create workflow for each process. The workflow must perform the Application-Command AE-ASSIGN DoAssign Run Process command.

For information about the Application-Command AE-ASSIGN DoAssign Run Process command, see Process-commands.

For information about creating workflow, see Defining-workflow-to-automate-processes.

 

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