What is a User Field?
A User Field' is a select list of users from your Risk Cloud environment. A User Field can be defined in Build based on individual users or it can be based on a Role. On a form, a User Field acts as a searchable list where one user can be selected (shown below).
Creating an Assignee Rule
Each Workflow Path can have an 'Assignee Rule' created which will determine which user is automatically assigned when work moves on that path.
To create an Assignee Rule, click the person icon next to the path to open the 'Next: Assignee Rules' modal.
In the modal, there are three options:
- User Field
- Assign to current assignee and continue
- No assignee rule
Select the 'User Field' option and select the appropriate User Field from the drop-down.
Note: With Cross-Workflow Assignees, you can select User Fields from any related Workflow.
Once selected, click the 'Save Path' button to close the modal.
How does it look when interacting with work?
Upon clicking 'Submit' on a Record, the Submission Options confirmation box will auto-fill with the user selected in the mapped User Field for the path (in this case the path to the 'Owner' Step).