Assigned Group Condition

Purpose:

This workflow card executes operations based on whether a task or document is assigned to a particular group or set of groups. It utilizes conditional logic to either trigger or prevent specific actions depending on the group assignment, making it ideal for workflows that require group-specific handling.

Components of the Card:

1. Operator

   • Description: Defines the logical condition to apply to the group assignment.

   • Options:

     • IS: Triggers the operation if the assigned group of the document or task matches one of the groups in the specified list.

     • IS NOT: Triggers the operation if the assigned group of the document or task does not match any of the groups in the specified list.

2. Groups List

   • Description: A list or selection of groups to compare against the assigned group.

   • Detail: This list can include one or multiple groups, allowing the card to handle both singular and multiple group conditions effectively.

Functionality:

• Group Assignment Identification: Automatically identifies the group or groups assigned to a particular task or document within the system.

• Condition Evaluation:

  • Using the IS operator, the card checks if the assigned group is one of the groups listed in the Groups List.

  • Using the IS NOT operator, the card ensures the assigned group is not part of the groups listed.

• Action Execution:

  • True Condition: If the group assignment meets the condition (either IS or IS NOT), relevant actions are triggered, such as notifications, task initiations, approvals, or other workflow steps.

  • False Condition: If the condition is not met, the workflow will not continue.

User Interactions:

• Setup and Configuration:Users configure the card by selecting an operator and specifying the relevant groups from the Groups List. Setup should be user-friendly and intuitive to accommodate selections from potentially large group bases.

• Monitoring and Reporting: The system should provide functionality to monitor and report on the operations triggered by this card, offering insights into assignment accuracy and process efficiency.

• Error Handling and Notifications: Users should have options to receive alerts or notifications if there are issues with the assignments, such as unassigned tasks or errors in group selection.

Conclusion: The "Assigned Group Condition" workflow card is essential for managing document and task workflows that depend on group assignments. By allowing conditions based on whether a task or document is assigned to specific groups, it ensures that workflows are only triggered by appropriate group interactions, improving accountability and task management across teams.