Action assignment methods

Process Design Workflow Designer
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Available assignment methods by action type

The following table shows the available assignment methods depending on the action type (synchronization, application, or sub-process) and the action application type (web procedure, web service, asynchronous web procedure, or web application).

Available assignment methods Synchronization Web procedure, web service, asynchronous web procedure Web application Sub-process
Automatic
Automatic to the requester :x: :x: See next table :white_check_mark:
Automatic to the action initiator1 :x: :x: :white_check_mark: :white_check_mark:
Automatic to the person2 :x: :x: :white_check_mark: :white_check_mark:
Automatic to the person who handled… :x: :x: See next table :white_check_mark:
Automatic to the manager of the requester :x: :x: See next table :white_check_mark:
Automatic to the manager of the action initiator :x: :x: See next table :white_check_mark:
Automatic to the manager of the person who handled… :x: :x: See next table :white_check_mark:
Automatic to the system :white_check_mark: :white_check_mark: See next table :white_check_mark:
Manual
Manual by the action initiator :x: :x: See next table :x:
Manual by the person who handled… :x: :x: See next table :x:
Manual by the coordinator :x: :x: See next table :x:
Self-service :x: :x: See next table :x:

  1. The Automatic to the action initiator method is available if the participant of the previous action is the same as the participant of the current action.

  2. If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.

Available assignment methods for Web application actions by participant type and role

The following table shows the available assignment methods when selecting an Application action type and a Web application action application type depending on the associated participant type and participant role.

Available assignment methods Person List of persons: Participant List of persons: Requester List of persons with coordinator: Participant List of persons with coordinator: Requester
Automatic
Automatic to the requester :x: :x: :white_check_mark: :x: :white_check_mark:
Automatic to the action initiator1 :white_check_mark: :x: :x: :x: :x:
Automatic to the person2 :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Automatic to the person who handled… :x: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Automatic to the manager of the requester :x: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Automatic to the manager of the action initiator :x: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Automatic to the manager of the person who handled… :x: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Automatic to the system :x: :x: :x: :x: :x:
Manual
Manual by the action initiator :x: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Manual by the person who handled… :x: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:
Manual by the coordinator :x: :x: :x: :white_check_mark: :white_check_mark:
Self-service :x: :white_check_mark: :white_check_mark: :white_check_mark: :white_check_mark:

  1. The Automatic to the action initiator method is available if the participant of the previous action is the same as the participants of the current action.

  2. If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.