This article is also available in:
Task assignation

There are several ways in which you can assign a User Task to be completed.

Fixed assignation

On the one hand, there is fixed assignation, where you assign a specific user or role to complete a certain User Task. By assigning a specific user, only that user will view in his/her Inbox the task to be completed. On the contrary, if you assign a role, all the users under that role will receive in their Inbox the task to be completed.

Dynamic assignation

Users or Roles Combo Box

You can also opt for dynamic assignation in case the process requires it. There are several ways to achieve dynamic assignation: on the one hand, you can use a combo box field (simple or multiselect combo box) whose data source are the Users of the system. In this case, during the execution of the process, a user will select another user from that combo to whom the task will be assigned to.



The same happens when the data source of the combo box are the** Roles** of the account. The difference with the users option is that the task will be assigned to a unique role or to several and not to users.



Database Combo Box

The data source of combo box type fields can be varied, not necessarily Users or Roles. You can also have a combo box whose data source is a database, therefore allowing you to bring the name of certain users/roles or a list of email addresses.



Manual Combo Box

Another option is that the data source be populated manually, allowing you to enter the email addresses you want to assign the task to manually.



Email Address

Likewise, you can achieve dynamic assignation by using an email address field and then assigning a User Task to that specific field.



Keep in mind that if you write an email address which is not a Flokzu user, the system won’t find a user to assign the task to and it will be assigned to the Administrator.

The same applies for combo boxes: if you define an option that doesn’t exist in Flokzu, the task will be assigned to the Administrator.

For the case in which you want to achieve dynamic assignation through form fields, instead of selecting a user or role in the Assigneers tab, you should select a field (simple or multiselect combo box or email).

Likewise, the third option is to assign a task through a Web Service where the user stems the dynamic assignation and sorts out the assignation logic through a Web Service in his/her own servers.

In all these cases, if the options are not valid users, roles or email addresses in Flokzu, the system will find no one to assign the task to and will assign it to the Administrator role.
Was this article helpful?
Thank you!