Configuring Task Assignment Options and Conditions

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About this task

You can specify the options and conditions that govern the assignment of a task; when task assignment is triggered in the run-time environment, it will be assigned to all assignees listed based on these options and conditions.

You can create two or more task assignments, and place them in different control sets; this enables you to select different assignee lists and conditional behavior for different task implementations in the run-time environment. For more information about control sets, see Working with Task Control Sets.

Note: If you do not define any options and conditions, task assignment occurs with the default setting "Evaluate once when task is queued." No conditions or distribution management are applied. For more information about distribution management, see Configuring Distribution Management for a Task Assignment.

To configure options and conditions for a task assignment

Procedure

  1. Open the task in the task editor by double-clicking the task in the Solutions view.
  2. Click the Assignments tab of the task editor and click the assignment you want to work with in the Assignments list, or double-click the assignment in the Assignments area on the Overview tab.
  3. Expand the Assignment Options and Conditions area if it is not already visible.
  4. Specify the following options and conditions:

    • Assignment Options — This option specifies when the task is assigned to the members of the assignee list:

      • Evaluate once when the task is queued — In this case, the task assignment is made only when the task is first queued in the run-time environment. No further assignment activity will occur. This is the default setting.
      • Evaluate for every task change — In this case, a task assignment occurs each time a change is applied to the task in the run-time environment (for example, task submittals, status changes, and priority changes). This option is useful if assignment depends on the task business data and changes to the data should result in an assignment change.
      • Execute from Re-assign event only — In this case, a task assignment occurs only when an associated task event with a re-assign action is triggered. For more information about task events, see Working with Task Events.
    • Condition Type — This option specifies whether you want to create conditions with the simple conditions editor (default), or use the advanced condition expression editor. For more information, see:
  5. Save the task to apply your changes.