Defining Ad Hoc Agent Assignment

Prerequisites

You have defined the workflow for which you want to enable ad hoc agent assignment in the Workflow Builder.

You are in the Workflow Builder. The workflow is opened in change mode.

Context

You can define an ad hoc agent assignment for a workflow. This enables the user who starts the workflow to assign a recipient to all relevant steps at the start of execution. This user can also change the assignment of recipients for steps that have not yet been completed at any time during execution of the workflow.

Procedure

Identify all the steps for which you want to enable ad hoc agent assignment.
Delete the responsible agents in the respective step definition.
Choose Extras Ad-hoc Functions Enable Ad-hoc Editor Assignment.

The system adds container elements required for the ad hoc agent assignment to the workflow container. An expression is assigned automatically to the input fields for the responsible agents of a step as well.

Note

If you want to deactivate ad hoc agent assignment for particular steps, replace the expression for the responsible agents with an entry. If you want to integrate steps added subsequently into the ad hoc agent assignment, repeat steps 2 and 3.

Results

Your workflow has been changed making ad hoc agent assignment possible. Test this by choosing Start of the navigation path Extras Next navigation step Ad-hoc Functions Test Ad-hoc Editor Assignment End of the navigation path .