The Reassign To Users/Teams action allows you to automatically reassign work items


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 in the active Record.


If you use the dynamic method you can enter a static value which corresponds to the name of the field to find the user(s) to assign to. 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.


If you use a variable in the dynamic field, that will trigger the workflow system to find a User with the result of the variable. You can use a ; (semi-colon) to split multiple users. The values that are returned from the variable can correspond to User IDs, User Names, or Email Addresses of the users to assign to.


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. Also, it is best not to share the same email address with multiple users if you use email addresses for assignment.


    • 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 can enter a static value which corresponds to the name of the field to find the team(s) to assign to. 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.


If you use a variable in the dynamic field, that will trigger the workflow system to find a Team with the result of the variable. You can use a ; (semi-colon) to split multiple teams. The values that are returned from the variable can correspond to Team IDs, or Team Names of the teams to assign to.


The workflow engine will look for teams 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 team names are numbers. 



    • Find Work Item - If the action is not running in a workflow context, you can have the system find the first work item for hat Record and act on it. You can optionally specify which work trigger to work on.



IMPORTANT - This action does NOT take into account any Out Of  settings for users. This action is literal and will assign to the selected user regardless of their OOO status. If you need to reassign the OOO then you can use the OOO variables to find the proper user to assign the item.



All fields can contain static values or variables.