Workflow assignments
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- UpdatedJan 30, 2025
- 1 minute read
- Yokohama
- Table Administration
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 Task workflow activities 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 workflow 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. 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.
Related Content
- Assignment rules module
The Assignment rules module allows you to automatically set a value in the assigned_to and assignment_group fields when a set of conditions occurs.
- Data lookup rules
Data lookup rules offer a generic way to change any field value, not just assignment fields.
- Precedence between data lookup, assignment, and business rules
Scripts, assignment rules, business rules, workflows, escalations, and engines all take effect in relation to a database operation, such as insert or update. In many cases, the order of these events is important.
- Baseline assignment rules example
A baseline instance contains certain assignment rules.
- Create an assignment rule
Automatically assign a record according to one or more conditions in an assignment rule. Assignment rules are designed to run at the time you open a record.
- Create an assignment data lookup rule
Automatically assign a record using Data Lookup and Record Matching.