Create New Assignments
An assignment, or rule, is used to define the conditions to be met in order to move an application to a specific workflow level when it is first submitted. A single assignment can have multiple rules included. Likewise, a single workflow level can have multiple assignments defined as needed.
About rules
Rules are used to define the assignment. Based on your selection, submissions will be routed to the workflow level specified when any or all conditions of the rules created have been met.
Rules are created by choosing the category (i.e., Application, Applicant, Budget, Organization, Employee) or form, the field to be used, and the value or condition to be applied.
Set up assignments
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Navigate to the Program Setup > Workflow Level Automation area.
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Select the Create assignment rules button.
Tip: A new assignment can also be created by selecting Copy from another item’s options on the Workflow Level Automation page. This will duplicate the item and allow any changes to be made.
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On the Create Assignment Rules page, provide the following information.
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Provide a name.
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Include a description if desired.
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Specify the workflow in the I want submissions entering this workflow field.
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Select the form in the and using this default form field.
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Select the level in the to route to this level or sub-level field.
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Select the Add a rule button to begin adding rules to this assignment.
Tip: When rules are used to evaluate an application, the first rule that is true in the sequence is the one that will assign the application.
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After saving, the assignment will appear in the Program Setup > Workflow Level Automation > Initial Assignments tab.
Note: By default, a new assignment will show a Status of Inactive until it is manually activated. Learn more.
Example of an assignment
In the example below, applications in the Grants Review Workflow that are using the Common grant application form will be routed to the Committee Review workflow level if the Cash amount requested is between $10,000 and $20,000 AND the Organization is based in the City of West Ashley.
