Assign document to User
Last updated
Was this helpful?
Last updated
Was this helpful?
The "Assign Document to User" workflow card allows users to assign a document to a specific user, ensuring smooth workflow management by routing documents to the appropriate person. Version 3 adds the capability to use a decision tree to dynamically determine the user assignment based on available conditions.
User
Description: Specifies the user to whom the document will be assigned.
Detail: A dropdown list of all available users is provided for selection. The selected user will be assigned the document for further action.
Use Decision Tree
Description: If enabled, the card uses a decision tree to dynamically determine the user assignment.
Options:
True: Uses the decision tree for dynamic user assignment.
False: Assigns the document to the selected user without using the decision tree.
Condition Evaluation: The card only executes its action if both the "Where" and "And Sections" evaluate as true.
Document Assignment: The card assigns the document to the selected user, ensuring that the task is routed to the appropriate person for action. This helps with accountability and effective document management.
Decision Tree (Version 3): If the decision tree is enabled, the card evaluates the conditions defined within the tree to dynamically select the user for document assignment.
Select User: Choose the user from the dropdown list to whom the document will be assigned.
Use Decision Tree (Version 3): Enable or disable the use of the decision tree to dynamically select the user.
The "Assign Document to User" workflow card facilitates efficient document routing by assigning it to the selected user, with the added flexibility in Version 3 to dynamically determine the user using a decision tree. This ensures a more adaptive and efficient workflow process.
