Assign document to procurement group
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The "Assign to Procurement Group" workflow card is used to assign a document to a specified procurement group within the system. This helps streamline document management by ensuring that the appropriate team handles the document based on its assigned procurement group.
Procurement Group
Description: Specifies the procurement group to which the document will be assigned.
Detail: The selected procurement group will be responsible for processing and managing the document.
Condition Evaluation: The card only executes its action if both the "Where" and "And Sections" evaluate as true.
Action Execution: If both conditions are true, the document is assigned to the specified procurement group. If either condition is false, no actions are taken, and the document remains unassigned.
Select Procurement Group: Choose the procurement group to assign the document to from the dropdown list.
The "Assign to Procurement Group" workflow card provides a simple yet effective way to ensure that documents are automatically assigned to the correct procurement team for further processing.
