Provision for Automatically assigning the Distribution List
Provision for Automatically assigning the Distribution List
In certain site scenarios, admins wanted only specific users to be auto-populated in the workflow based on criteria defined for the item. Hence, a facility to auto-populate users during routing based on the specified criteria is included in this build version.
The distribution matrix is set up to automatically assign resources to workflow stages, avoiding the need for manual user intervention. The current user does not require reassignment permissions, as it is configured to be automatic. When resources are already assigned to the workflow stage, the resources from the matrix are added to the available users.
Key Features:
- Criteria-Based User Auto-Population: Automatically populate the workflow with users based on specific criteria defined for each task or item.
- Customizable Rules: Set custom rules to control which users are added to the workflow, based on attributes like role, department, or task requirements.
- Streamlined Workflow Routing: Reduce manual intervention and ensure that the right stakeholders are always involved at the right time.
- Dynamic User Assignment: Users are automatically routed to the correct step in the process, saving time and improving accuracy.
Advantages:
- Enhanced Efficiency: Automatically route tasks to the appropriate users based on predefined criteria, eliminating the need for manual selection.
- Improved Accuracy: Ensure that only relevant users are included in each workflow step, reducing the risk of errors and miscommunications.
- Time-Saving: Free up administrators from manually adding users, speeding up the overall workflow process.
- Customizable Flexibility: Tailor the auto-population criteria to fit your organization’s specific needs, allowing for highly flexible and dynamic workflows.
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