The Assignment workflow enables the configuration of one or multiple variables on the record being processed by the workflow, assigning them specific values which will persist throughout the workflow's execution.
Notes
In the Assignment section, you can configure a tree control value based on the field selected and its family type.
The Assignment Component updates one or more fields in a target record using fixed values or values received from previous workflow steps
Configure Assignment
You can configure the Assignments to set one or more variables on the records.
To configure Assignment, perform the following steps:
Navigate to the Workflow Canvas.
Drag and drop the Assignment component to the workflow canvas.
Figure: Assignment
Click + Add field assignment to add field and value for the Assignment and click Save Changes.
Assignments – Status Closed
When the Status field is updated to Closed in the Assignment component, the system enforces additional closure requirements to ensure compliance with Incident Management practices.
To capture the closure details, perform the following steps:
Double-click the Assignment Control Node.
The system displays the parameter section.
Figure: AssignmentSelect Status, then choose Closed from the predefined list.
The additional closure details are displayed.
Figure: Closure DetailsEnter the required details as described in the following table and click Save Changes.
Field
Description
Closure Code
Defines the resolution outcome (example; Duplicate Ticket, Out of Scope).
Category
Classifies the resolution type (example; Application Issue, Hardware, Network Request).
Closure Remarks (optional)
Enter resolution notes, such as Closed after approval workflow or Resolved through change implementation.
Note
Closure remarks are logged in Private Notes for audit and traceability.
SR Workflow Status Configuration
The SR workflow status changes only when an Assignment node is present and configured. Adding an Assignment node is optional. If the workflow does not include an Assignment node, the workflow continues to run, but the expected SR workflow status is not updated.
Recommended setup:
Add an Assignment node at the beginning and end of the workflow to ensure that the SR workflow status is updated as expected.
Assignment Node Position | Status Configuration |
|---|---|
Start (Before the 1st Approval) | Pending for Approval |
End (Before the end node and after last approval) | New |