Change assigned user with a Flow / Action

Change assigned user with a Flow / Action

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  • We are using a flow execution extension and we are creating assignment.
    We want to be able to define an action so that the user can reassign/ associate the assignment with a different user.
    How can this be done?

  • Ive attached an example export here that you can take a look at.*
    The export demonstrates a user action that can be either performed on assignments or process folders that allows reassigning the associated task to a specified user.

    The example contains two possible methods to accomplish this, you can use one or both depending on your needs.
    Both methods require the same step, "[b]Set Assignment for Accounts[/b]" (alternatively, using “Remove Assignment” step followed by “Add Assignment” step would function the same)

    These steps are found in the toolbox under [b]Integration[/b] > [b]Internal Services[/b] > [b]Assignment[/b].
    The “[b]Set Assignment for Accounts[/b]” step simply takes a list of account IDs and an assignment ID, and then reassigns the assignment from the assignee to the accounts.
    [b]
    Method 1[/b] adds a user action to the Flow Execution Extension/Process Folder that allows task reassignment.
    [url=https://documentation.decisions.com/docs/new-extending-entities-adding-actions]See here for more on adding actions to entities.[/url]
    This user action flow has access to the associated process folder data.
    The flow can use a “Fetch Entities” step to fetch the “Assignment” (see below image)

    [img]att2[/img]

    [b]Method 2[/b] adds a user action to the Decisions "Assignment" entity itself, using an "Entity Configuration Extension". How to do this is seen below:

    [img]att3[/img]

    This allows us to create a configuration folder for a pre-existing type, i.e. "Assignments"/ "Accounts" etc, so that assignments in an inbox could also have this action.
    This user action flow has access to the assignment’s ID, [b]Entity.AssignmentID[/b], which can then simply be passed to the “Set Assignment for Accounts” step.
    [i][b]
    *Please Note:[/b] The examples attached were developed to be instructional, and were not developed as officially supported components. For more information or to engage our service team to develop fully supported, production quality solutions, please contact: services@decisions.com[/i]
    [i]-[/i]
    [i]edited by Brendan@decisions.com on 8/6/2019[/i]

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