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Assignment Rules Guide

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.

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Overview

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

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Rule Types

=== “User Guide”

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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

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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”

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Exception Rules

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

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Human Scheduler Alert Rules

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

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Assignment Types

=== “User Guide”

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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

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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”

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User Assignment

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

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Team Assignment

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

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Configuration Requirements

=== “User Guide”

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Basic Requirements

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

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For Team Assignments

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

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For User Assignments

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

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For Scheduled Workflows

  • Must provide Human Scheduler Alert assignment when Scheduler is enabled
  • Select appropriate notification recipients
  • Configure alert frequency
=== “Developer Reference”

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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]
    }
  }
}

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Common Use Cases

=== “User Guide”

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Scheduled Alert Notification

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

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Error Handling

  1. Create Exception rule
  2. Assign to support team or expert
  3. Set notification preferences
=== “Developer Reference”

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Scheduler Alert Configuration

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

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Error Handling Configuration

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

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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