Generate Process - Assignment Process

Introduction

The Generate Process - Assignment Process function creates a generic assignment process flow, including complementing forms and UI menu items, from an existing form in your app. This feature is particularly useful for delegating tasks, such as in a support issue system.

How to use generate process - assignment process

1. Start the Joget Server and open the App Center.
2. Log in as admin, then open the App Composer for your desired app.
3. Go to the Generate App function in the Form Builder
4. Select Generate Process - Assignment Process.
5. Click Generate. 
   
   

Assignment process flow

The generated assignment process includes forms, user interfaces, and workflow steps designed to streamline task delegation and management.

1. Assignment process flow template.
   
2. Assignment process flow diagram.
   
3. App generator.
   
4. UI example.
   

Generate process - assignment process properties

Click Advanced Generation under GENERATE PROCESS - ASSIGNMENT PROCESS to access the ASSIGNMENT PROCESS Options page.

Options

The Options section allows you to configure specific settings for the assignment process generation, ensuring the process meets your application’s requirements and user expectations.

Fields to Configure:

• Category Label: Define the category label to be appended to the target UI.
• Inbox Menu Label: Label for the Inbox menu.
• Run Process Menu Label: Label for the Run Process menu.
• My Submissions Menu Label: Label for the My Submissions menu.
• Handled Menu Label: Label for the Handled menu.
• Process Name: Name of the process.
• UI: Choose the UI to append the new UI category into.
• Choose List Columns: Select columns to be included in the List based on the created fields in your form.

Advanced Options

The Advanced Options section provides additional configuration fields to customize the assignment process further. These settings allow for more detailed control over the appearance and behavior of the assignment workflow.

Create Form Options

Labels of the forms in the process can be customized to define their specific purposes accurately.

Fields to Configure:

• Process Main Form Name
• Process Action Form Name

Create Inbox List Options

Labels of the inbox lists in the process can be customized to identify their functions accurately.

Fields to Configure:

• List ID
• List Name

Create Submission List Options

Labels of the submission lists in the process can be customized to manage their purposes accurately.

Fields to Configure:

• List ID
• List Name
• View Link Label

Create Handled List Options

Labels of the handled lists in the process can be customized to represent their purposes accurately.

Fields to Configure:

• List ID
• List Name

UI Menu Options

Labels of the UI menus in the process can be customized to define their functions accurately.

Fields to Configure:

• Inbox Menu Id
• Run Process Menu Id
• My Submissions Menu Id
• Handled Menu Id

Participant Label

Labels of the participants in the process can be changed to reflect their roles accurately.

Fields to Configure:

• Approver
• Applicant's HOD
• Applicant

Activity Label

Labels of the activities in the process can be customized to match the specific actions required.

Fields to Configure:

• Assign
• Resolve
• Clarify
• Verify

Tool Label

Labels of the tools used in the process can be customized to reflect their functions.

Fields to Configure:

• New Submission Notification
• New Assignment Notification
• Rejected Notification
• Assignment Rejected Notification
• Assignment Due Notification
• Resolved Notification
• Re-opened Notification
• Closed Notification
• Clarification Needed Notification
• Updated Notification
• Activity Trail Update for Due Assignment

Status Label

Labels of the statuses in the process can be customized to indicate their current state accurately.

Fields to Configure:

• New
• Closed
• Resolved
• Re-opened
• Assignee
• Resolved
• Re-opened
• Assigned
• Re-assigned
• Assignment Rejected
• Rejected
• Clarification Needed
• Re-assigned
• Assignment Rejected
• Rejected
• Clarification Needed
• Assignment Due
• System Activity

Field Action Option Label

Labels of the field action options in the process can be customized to define their actions accurately.

Fields to Configure:

• Close
• Resolved
• Re-open
• Assign To
• Re-assign To
• Assignment Reject
• Reject
• Clarification Needed

Field Label

Labels of the fields in the process can be customized to define their purposes accurately.

Fields to Configure:

• Username
• Action
• Remarks
• Date
• Case No.
• Assign To
• Due Date
• Status

Section Label

Labels of the sections in the process can be customized to represent their purposes accurately.

Fields to Configure:

• Activity Trail
• Assignment
• Clarification
• Resolve Assignment
• Verification

Emails

The contents of the email sent to the participants can be changed.

Fields to Configure:

• Resolved Notification
• Re-opened Notification
• Closed Notification
• New Submission Notification
• Clarification Needed Notification
• Updated Notification
• New Assignment Notification
• Assignment Due Notification
• Assignment Rejected Notification
• Rejected Notification

Using the Generate Process - Assignment Process function simplifies the setup of assignment workflows, ensuring that tasks are efficiently delegated and managed within your Joget application.