User allocation
This function is used to enter the values of the criteria defining those users concerned by a Workflow process.
Prerequisite
Refer to documentation Implementation
Screen management
A single tab is used in this function.
Entry screen
The following elements are entered in this screen:
- A list of the default recipients (if no line in the grid below matches the rule).
- A set of lines each defining a combination of criteria and a list of recipients returned by the rule if the criteria match.
It should be noted that such a series of values can be used for a single company (that will be then specified in the header) or for all those companies to which no particular rule is attached (the company code is then empty).
Block number 1
| Assignment rule (field REGLE) |
|
It defines the rule code used to allocate users. This is the code that is referenced in the Workflow rule. |
| Company (field CPY) |
|
An allocation rule can be defined for specific companies (and in this case, a record will be ceated to mention the company code for each concerned company). It can also be defined for all the other companies (then, this code is empty). |
| Description (field INTIT) |
|
Use this field to assign a description to each record. |
| Formula/user (field FLGFOR) |
|
This field is used to enter formulae on the "User" fields. |
Grid Default user
| User code (field AUSDEF) |
| Last name (field AUSNAM) |
|
The name of the recipeint is displayed opposite its code. |
Grid Values
| Line no. (field NUMLIG) |
| field VAL0 |
|
The criteria values used to find out the rule recipients are entered here. |
| Description (field LNK0) |
|
If the criterion is controlled by a table, and if this is planned by the allocation rule parameterization, the long or short title of the linked record is displayed. |
| field VAL1 |
|
The criteria values used to find out the rule recipients are entered here. |
| Description (field LNK1) |
|
If the criterion is controlled by a table, and if this is planned by the allocation rule parameterization, the long or short title of the linked record is displayed. |
| field VAL2 |
| Description (field LNK2) |
| field VAL3 |
| Description (field LNK3) |
| field VAL4 |
| Description (field LNK4) |
| field VAL5 |
| Description (field LNK5) |
| field VAL6 |
| Description (field LNK6) |
| field VAL7 |
| Description (field LNK7) |
| field VAL8 |
| Description (field LNK8) |
| field VAL9 |
| Description (field LNK9) |
| field USR0 |
|
The recipients corresponding to the line criteria combination are entered here. |
| field USR1 |
| field USR2 |
| field USR3 |
| field USR4 |
| field USR5 |
| field USR6 |
| field USR7 |
| field USR8 |
| field USR9 |