Allocate to user based on a field name for a particular action
complete
Kamal Saran
Merged in a post:
New Allocation Method to allocate actions to specific users
A
Ankit
During the life cycle of the process, I as a team leader/resource manager will decide (on action or case level) that 'Person A' needs to perform an action within the case process. 'Person A' is allocated that action as per allocation configuration. In the allocation method, it is indicated as to which field should the username be taken for allocation.
This data can also be provided in Bulk Upload as well.
Kamal Saran
complete
This feature is added in latest release 2019.5.
Kamal Saran
ready for 2022.3
part of next release.
A
Ankit
During the life cycle of the process, I as a team leader/resource manager, will decide (on action or case level) that 'Person A' needs to perform an action within the case process. 'Person A' is allocated that action as per allocation configuration. In the allocation method, it is indicated as to which field should the username be taken for allocation.