Assign a job task by user role

Dispatching jobs, or assigning tasks to multiple users can be helpful when a number of people may be qualified to complete a given task. In Flowfinity, a combination of Views and a Role lookup field are used to provide the dispatch functionality where multiple people may complete or view a task.

Flowfinity Actions Enterprise Edition supports the creation of custom roles such as Territory Manager, Technician, Mechanic, Sales Rep, etc.

Example

A supervisor has a list of tasks to be completed. Some tasks require people with specialized knowledge, such as an electrician or a mechanic. Each specialized group works from their own list, but all users within the group see the same list.

Instructions

  1. Ensure that the right Site is selected from the Site drop-down menu
  2. In the Configure tab, click on the Users link
  3. Click on the Roles tab
  4. Click on the 'Add Role' link
  5. Enter the name for the role to add (e.g., Electrician), and click on Apply
    Flowfinity - Assign a job task by user role
  6. Repeat steps 3 and 4 for other required roles
    Flowfinity - Specify Required Fields
  7. Click on the Apps link and customize the application that contains a list of tasks to be assigned
    Flowfinity - Assign a job task by user role
  8. In the Form section, add a new field
  9. Specify an appropriate label for the new field such as 'Assigned Group'
  10. Set the field type to 'Role Lookup', and change the 'Role class' to 'Custom roles class'
    Flowfinity - Assign a job task by user role
  11. Save the form
  12. In the Views section, create a new view called 'My Group's Tasks'
    Flowfinity - Assign a job task by user role
  13. Click on the Filter tab
  14. Add a view filter to indicate that the view should show only records where the field created in step 4 contains self, for example, 'Assigned Group, Contains My Roles'
    Flowfinity - Assign a job task by user role
  15. Click 'Save view'
  16. Publish the application