I am really trying to understand how Assignment Rules are supposed to work, but they don’t make any sense to me. I’ve gone over the manual several times, but all it does is walk you through the fields - it doesn’t explain how any of it is designed to work.
I have a super basic scenario where I want a) automatic assignment of new documents, where b) they can mark their task complete and move on. Note that I want to allow the user to decide when they have completed their task(s).
The assignment flow looks like this:
1. New -> assign document
2. Assignee unassigns the document
3. Profit
The first issue is that I don’t know how to program an assign condition for new documents. I attempted to figure that out through experimentation (e.g. is_new() == True), and quickly ran into confusion.
- First I set up the assign condition
True, so it would always assign. Testing this seemed to work as expected: when any change happened to a document, it was assigned. - Next, I set the assign condition to
False, thinking it wouldn’t run. I immediately ran into confusion:- Saving the document I had just unassigned resulted in erasing my efforts to unassign the document.
- Thinking there must be something wrong with the system, I tried creating a new document, but that remained unassigned.
I realize there is a field called unassign condition, but I have even less of an idea how to code “use unassigned themselves” into that field that detecting a new document in the assign condition field.
Just what is going on? Why is the assign condition condition ignored once it has been assigned, resulting in perpetual assignment? Is there any way to meet my assignment requirements?