The Reassign To Default and Reassign to Users/Teams actions allow you to automatically reassign work items


These are typically used during Follow Up actions but can be used any time really. The trick is that you cannot use them effectively in Completion Actions because the current work item will be gone by the time it is reassigned. If you use them in a button click then be sure to turn OFF the "Advance Workflow" option for the button or you will have the same problem. The item will be gone buy the time it is reassigned.


Options



    • Reassign to Default Action

This action is designed to re-evaluate the Assignments for the trigger as they are defined and reassign the item back to everyone who it should have been assigned to previously. Under normal circumstances an item is assigned to the first user who clicks it. When that happens the item is no longer available to the other users who were originally assigned to it. The Re\assign to Default action will put it back in the queue for any of the original users to take it.


    • Reassign to Users/Teams Action

This action is designed to assign the item directly to specific Users or Teams. This bypassed the normal Assignment logic altogether and just assigns it to whomever you choose.


      • Users - You can either select the user(s) from the list on the left or you can use the dynamic lookup field to look for user(s) in a particular field. 


If you use the dynamic method you are can enter a static value or a variable. You are NOT entering User names here - you are trying to get to a FIELD name. The dynamic assignment system will figure out the name of the field from your entry and then look at the active Record for a field with that name. Whatever user name is in that field will be used for assignment. If there are multiple fields with that name in the record then it assigns to all users that are in those fields.


The workflow engine will look for user matches based on User Name or User ID so your fields can have either. For this reason it is NOT a good idea to have users whose user names are numbers.


      • Teams - You can either select the team(s) from the list on the left or you can use the dynamic lookup field to look for teams(s) in a particular field. 


If you use the dynamic method you are can enter a static value or a variable. You are NOT entering Team names here - you are trying to get to a FIELD name. The dynamic assignment system will figure out the name of the field from your entry and then look at the active Record for a field with that name. Whatever team name is in that field will be used for assignment. If there are multiple fields with that name in the record then it assigns to all teams that are in those fields.


The workflow engine will look for user matches based on Team Name or Team ID so your fields can have either. For this reason it is NOT a good idea to have teams whose names are numbers.



All fields can contain static values or variables.