The Dynamic Assigner task allows the use of SQL and collected form data (or other request-specific information) to define task recipients.
To configure the Dynamic Assigner task, select it from the Task options and drag it to your process canvas:
Select Configuration > Configure Task to access the window below:
Note: To configure the dynamic assigner task you must define the following, located on the settings tab.
As stated above, another option available with the Dynamic Assigner task is the ability call a stored procedure to return assignment data.
To configure the task to use a Stored Procedure rather than SQL Statement (Text-based Data Query) you would need to adjust your settings in the Configure screen as follows:
Note: The Dynamic Assigner does not accept OUT parameters from a stored procedure - data must be returned via the procedure itself.
To set the Query Parameters, or map specific Data Values from the request or request related information for use in the assignment, click on the Query Parameters tab:
Map each parameter to the source of the data within the request and click "Close" on the Configure screen when complete.
Oracle Users Only: Take care on order of the parameters. Due to an Oracle Provider constraint, they must be created in the exact same order in the Query Parameters screen.
Our training example is a New Employee Onboarding Process. In this process, the employee will fill in an initial New Employee Information form. After the completion of this form, the Dynamic Assigner plugin will execute and use data provided by the New Employee to assign the appropriate HR representative for initial approval.
In this example, we will assume that the HR organization is large and experiences high turnover. For those reasons, the use of traditional recipient assignments would lead to a complex set of rules and require constant maintenance and review. Instead, the Dynamic Assigner task will use the State value provided in the form, perform a query against a cross-reference table and the Contact table, and assign the appropriate HR Group to approve the form for the New Employee.
The Dynamic Assigner Settings for this example are as follows:
Note: The SQL statement must pull a distinct Contact_ID element from the Integrify Contact table for the Dynamic Assigner to execute properly. If you use a custom table to do your own user-permission tracking, be sure that your query returns that integer field "AS Contact_ID".
The connection between the data collected in the form and the data query above is the query parameter of @State. To complete the mapping you must also set the Query Parameters tab settings. In this instance the source is Data from a form, the Task Containing that form and the specific field are then mapped. Multiple parameters, or the use of the same parameter multiple times, is permitted.
Specific mappings for this training example are as follows:
Click Save, then Close on the Configure Screen to save these mappings and complete your configuration.
To verify correct configuration, you can open the recipients list of the task you are setting assignments for and it should have a recipient with a name like "XXX: from Dynamic Assigner".
When the New Employee submits their initial form the Dynamic Assigner plugin will check our custom table, select the name of the HR Representative assigned to that State and assign the HR Review task to that contact from the Integrify system.