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
Presentation
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).
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Fields
The following fields are present on this tab :
Block number 1
| It defines the rule code used to allocate users. This is the code that is referenced in the Workflow rule. |
| 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). |
| Use this field to assign a description to each record. |
| This field is used to enter formulae on the "User" fields. |
Grid Default user
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| The name of the recipeint is displayed opposite its code. |
Grid Values
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| The criteria values used to find out the rule recipients are entered here. |
| 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. |
| The criteria values used to find out the rule recipients are entered here. |
| 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. |
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| The recipients corresponding to the line criteria combination are entered here. |
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