Assignment Rules

Assignment rules define how tasks are assigned to users or teams in your workflow. Understanding and configuring these rules correctly is crucial for efficient workflow execution.

Overview

Assignment rules determine:

• Who can handle tasks
• How tasks are distributed
• What happens during exceptions
• When alerts are needed for scheduled workflows

Rule Types

=== “User Guide”

Exception Rules

Exception rules are used when you need someone to handle error cases or special situations in your workflow.

How to Configure:

1. Select “Exception” as the rule type
2. Choose either a specific user or team
3. For teams, select “Round Robin” distribution method

When to Use:

• Error handling
• Special case processing
• Technical support tasks

Human Scheduler Alert Rules

These rules are used for scheduler job workflows to notify users on alerts when workflows run automatically at scheduled intervals.

How to Configure:

1. Select “Human Scheduler Alert” as the rule type
2. Choose assignee (user or team)
3. Set distribution method for teams

When to Use:

• Automated workflow notifications
• Scheduled job monitoring
• Periodic execution alerts

Important: If you enable Scheduler for your workflow, you must provide an assignment for Human Scheduler Alert, otherwise workflow creation/update will not be permitted.

=== “Developer Reference”

Exception Rules

{
  "rule_type": "Exception",
  "assignment_type": "User",
  "assignee_id": "user_id"
}

Human Scheduler Alert Rules

{
  "rule_type": "Human Scheduler Alert",
  "assignment_type": "Team",
  "assignee_id": "team_id",
  "assignment_logic": "Round Robin"
}

Assignment Types

=== “User Guide”

Assigning to a User

When you need a specific person to handle the task:

1. Select “User” assignment
2. Choose the user from the dropdown
3. Save the assignment

Best for:

• Tasks needing specific expertise
• Individual responsibility
• Direct accountability

Assigning to a Team

When you want a group to handle tasks:

1. Select “Team” assignment
2. Choose the team
3. Select “Round Robin” for fair distribution
4. Save the assignment

Best for:

• Shared workload
• Backup coverage
• Balanced distribution

=== “Developer Reference”

User Assignment

{
  "assignment_type": "User",
  "assignee_id": "user_id"
}

Team Assignment

{
  "assignment_type": "Team",
  "assignee_id": "team_id",
  "assignment_logic": "Round Robin"
}

Configuration Requirements

=== “User Guide”

Basic Requirements

1. At least one assignment rule is needed
2. Select a valid user or team
3. Choose appropriate rule type

For Team Assignments

• Select distribution method
• Ensure team has active members
• Set backup assignments if needed

For User Assignments

• Verify user has correct permissions
• Consider setting backup assignees
• Check user availability

For Scheduled Workflows

• Must provide Human Scheduler Alert assignment when Scheduler is enabled
• Select appropriate notification recipients
• Configure alert frequency

=== “Developer Reference”

Validation Schema

{
  "required": ["rule_type", "assignment_type", "assignee_id"],
  "properties": {
    "rule_type": {
      "enum": ["Exception", "Human Scheduler Alert"]
    },
    "assignment_type": {
      "enum": ["User", "Team"]
    },
    "assignment_logic": {
      "enum": ["Round Robin", null]
    }
  }
}

Common Use Cases

=== “User Guide”

Scheduled Alert Notification

1. Create Human Scheduler Alert rule
2. Assign to operations team
3. Enable Round Robin distribution
4. Configure with workflow scheduler

Error Handling

1. Create Exception rule
2. Assign to support team or expert
3. Set notification preferences

=== “Developer Reference”

Scheduler Alert Configuration

{
  "rule_type": "Human Scheduler Alert",
  "assignment_type": "Team",
  "assignee_id": "operations_team",
  "assignment_logic": "Round Robin"
}

Error Handling Configuration

{
  "rule_type": "Exception",
  "assignment_type": "User",
  "assignee_id": "support_engineer"
}

Best Practices

=== “User Guide”

1. Keep It Simple

   • Use clear assignments
   • Set logical rules
   • Document special cases

2. Plan for Backup

   • Set alternate assignees
   • Consider team availability
   • Plan for holidays/time off

3. Scheduler Configurations

   • Always configure Human Scheduler Alert when using scheduled workflows
   • Assign to active team members who can respond to alerts
   • Set appropriate notification channels

=== “Developer Reference”

1. Code Organization

   {
     "rules": [
       {
         "primary": {...},
         "backup": {...}
       }
     ]
   }
   

2. Validation

   • Verify IDs before saving
   • Check permissions
   • Test rule combinations
   • Validate scheduler configuration with alert assignments