You can automatically assign tasks to team members using the User Task. By adding roles to the team, you can assign tasks to users who have a specific role on the team or who share some other criteria. A couple common roles are provided for you; however, you can write a custom filter using JavaScript.
Filtering Team Members
To filter team members
- Open a User Task in the process designer.
- Open the properties pane on the right and go to Assign to.
- Click Select a Team to select the team to which you want to assign tasks.
- Select a team and then click Select.
- Select the Filter drop-down and either select an existing filter or click Create new filter.
- Name: Type the name for your filter.
- Method: Select JavaScript methods that will filter the team members. Ensure your finished script includes an expression that sets the value of the $result variable (which is declared before your script runs). Learn more about JavaScript filters
- Test: Test-run the method to see how many users the filter returns.
- Click Save.
- Click Save in the top right of the process.
