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Configuring workflow assignment rules

Assignment rules specify how state assignment events are processed. You can restrict which users can enter an event, specify multi-user assignment options, and change the rules order.

1. Choose Tools > Administration > Workflow.

The Configure Workflow dialog box opens.

2. Select an item Type. The items change based on the selected type.

3. Click the Assignment Rules tab.

4. Select a state to view its assignment rules and resulting state priorities.

5. Select a state and click Edit to change assignment rules or the resulting states priority.

The Edit Assignment Rules dialog box opens.

6. Select Only allow assigned users to enter an event when the issue is in the selected state if you only want assigned users to be able to enter an event.

7. Select a Multi-User Assignment Rules option to determine the resulting state if a conflict occurs. Items can have different resulting states when they are assigned to multiple users. These options also change based on the selected assignment rules.

• Use state entered by first user to respond processes the event entered by the first user and moves the item to the corresponding state. If the event moves the item to a new state or affects the current assignment, the remaining assignments are removed. If the event leaves the item in the current state or does not affect the assignment, the assignments are not removed and users can enter events.
• Wait for all assigned users to respond then use the state with the highest priority waits until all users respond then uses the event with the highest resulting state to determine the next state. For example, one user enters Verify Fixed resulting in a Close state and another user enters Verify Failed resulting in an Open state. The item moves to Open because it has the highest priority.
• Use the state with the highest priority and proceed as soon as an event with the highest priority is entered accepts events from users until an event with the highest resulting state priority is entered or until all users respond. If all users respond, the highest resulting state is used. For example, Open is the highest resulting state. As soon an event with Open as a resulting state is entered, the item moves to Open and the assignment list is cleared. If all users enter events with Close as a resulting state, the item moves to Closed.

8. Make sure the Resulting State Priorities list is ordered from highest to lowest priority. Select a state and click Top, Move Up, Move Down, or Bottom to reorder the states.

9. Click OK.

The changes are saved.