Auto Assignment of Workflow Tasks

Document ID : KB000020353
Last Modified Date : 14/02/2018
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Description:

The Auto Assignment of a Workflow Task does not work even though the workflow template shows that the "Auto Assignment Enabled" field is set to "Yes".

Figure 1. Auto Assignment enabled for the Approval Workflow Template.

Figure 1

For example, in Figure 1, in the workflow template detail, under the tab, "2. Auto Assignment" (1), "Auto Assignment Enabled" is set to "Yes" (2), and a group is specified (3).

But the task is not assigned automatically, when it becomes "Pending".

Solution:

You need to open the details of the corresponding Change Category and set up the auto-assignment for the change order category.

Figure 2. Auto Assignment enabled for a Change Category

Figure 2

Go to the tab, "3. Auto Assignment" (1), and set "Auto Assignment Enabled" to "Yes" (2).

There is no need to select any group (3), if you do not want to auto-assign the Change Order.