Documentation Index

Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt

Use this file to discover all available pages before exploring further.

Assignment

Prev Next

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.


Note

In the Assignment section, you can configure a tree control value based on the field selected and its family type.

Configure Assignment

You can configure the Assignments to set one or more variables on the records.

To configure Assignment, perform the following steps:

  1. Navigate to the Workflow Canvas.

  2. Drag and drop the Assignment component to the workflow canvas.

    Figure: Assignment

  3. 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:

  1. Double-click the Assignment Control Node.
    The system displays the parameter section.

    Figure: Assignment

  2. Select Status, then choose Closed from the predefined list.
    The additional closure details are displayed.


    Figure: Closure Details

  3. Enter 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.