Assigning Task to a Specific User

The workflow builder offers a “Specific User” option within the Task Assignment Policy, allowing tasks to be assigned to designated individuals. This feature is particularly useful when certain tasks require the expertise or authority of a particular user, or when you need to ensure that critical or sensitive tasks are handled by specific personnel.

When the “Specific User” policy is selected, a property called “Assigner” becomes visible. The Assigner is responsible for manually selecting the next user to whom the task will be assigned.

To enhance the efficiency of user selection, the workflow builder includes an “Assign to which role” property. This feature filters the list of potential assignees based on their roles, ensuring that the Assigner can choose from a relevant and targeted group of users.

The “Specific User” assignment can be implemented through various means, including the Fill-form step as well as Assign Task step. This flexibility allows the workflow to adapt to different scenarios and requirements, providing greater control over task assignment within the workflow process.

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