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Workflow assignments

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Workflow assignments

An alternative to creating data lookup or assignment rules is to create one or more workflow tasks that assign a task record as part of a workflow.

Consider using a workflow for assignment if your process includes multiple steps or conditions such as requiring a particular group approve a request.

When using a workflow to manage task assignments, add a brief timer activity to the start of the workflow. Without this timer activity, the workflow runs before the parent record, the current record, is inserted into the database. After the timer activity completes, the workflow resumes using the parent record information from the database instead of the original current. Note that pausing a workflow in this way does not change a default workflow to a deferred workflow. For more information on how the workflow engine interacts with the database, see workflow engine operation order.