Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • To setup a new automated form assignment rule click “Add Automated Form Assignment Rule” to open a new item.

  • Select the “Name of the Form” you want to assign.

  • Select the “Action Trigger

    • Approval - when the form is approved

    • Submission - when the form is submitted

    • Writeback - when the form is written-back

  • Select the “Fieldyou want to trigger the assignment

    • Only certain fields are available for this

  • Select the “Value” or Values to assign the form.