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Scenario

Configuration

Explanation

There is no stage owner.

Set Stage Assignment Behavior to “Unassigned”.

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This option should be used for the stages where no users or groups should be assigned.

An example of this could be that your task has reached an end state, e.g. a download request has been approved. No further action is needed here, and thus no one should be assigned.

The stage owner is a user.

Set Stage Assignment Behavior to “Assign to a user”. In the new field below select the stage owner from the provided list.

This option should be used for stages that should be assigned to a specific user. All the available users are presented in the drop-down list.

The stage owner is a group.

Set Stage Assignment Behavior to “Assign to a group”. In the new field below select the stage owner from the provided list.

This option should be used for stages that should be assigned to a specific group. All the available groups are presented in the drop-down list.

The stage owner is the instance owner.

Set Stage Assignment Behavior to “Assign to the instance owner”.

This option should be selected, if the stage needs to be assigned to the user who initiated the event.

An example of this is, that you have an asset approval workflow, where the uploading user needs to fill in some metadata or input constraints before the approver is assigned.

As uploading cannot be “constrained“, the first stage you create must be assigned to the instance owner, to ensure that (s)he fulfills the metadata/input constraints before sending it onwards.

Current user or group remains as the stage owner.

Set Stage Assignment Behavior to “Keep current user or group”.

Use this if you wish to retain the assignment set in the previous stage(s).

The stage owner is assigned by what’s set in a metafield.

Set Assign from Metafield to the correct MasterItemReference type metadata field from the list.

This option allows for more flexibility when assigning, as this gives the ability to assign users and groups based on a value set in a metafield.

A use case could be a situation in which each asset has an owner who is responsible for what happens with this particular asset (like a photographer). Having the ability to link an asset with a user or group, allows for easy ownership assignment.

Please note that “assign from metafield” only works, when there is only one asset in the task. If the “assign from metafield” fails because there are multiple due to a too high number of assets in the a task - or because the indicated metadata field is empty , - the automatic stage assignment will be the act as a fallback. This is why the user needs to configure both options.

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  • Workflow administrators can access the tasks assigned to them in order to see all active and completed tasks as well as take actions.

  • End users will interact with the system in a different way. Typically, they’ll make requests, like for downloading an asset or signing up. They’ll be able to track the status of download requestsrequesting download, upload, or sign up. As these users typically do not have access to the task list, only certain tasks’ statuses are visible for them, download request being the only one.

Each task is defined by the workflow name, status and the created time and and date. The tasks can be sorted by type and creation date. It’s not necessary to reload the page to see the most current task list. The user can simply hit the refresh button in the upper right corner.

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