Assign button serves as a vital feature that enables users to allocate or delegate tasks, assignments, or responsibilities to specific individuals or groups within the platform.
Button label - Adds label or text to the button.
Allow Reassigning (Toggle) - Enables the option to reassign.
This option helps to define the set of rules for the action button.
The Assign action button rule helps in configuring the action to be executed.
The Assign action is automatically included in the button by default, providing users with the ability to specify different conditions for creating the action.
The configuration of the assign button involves selecting individual elements during the action definition, aligning with specific business requirements.
Rule Name: This option is used to define the name of the rule.
If Any/If All: This option determines whether any or all of the applied conditions need to be met for the rule to be triggered.
If Any: The rule is triggered if any of the applied conditions are met.
If All: The rule is triggered only if all of the applied conditions are met.
Add Condition: This option allows users to add conditions based on which the desired action will be executed.
Example: If an action needs to be executed only if the user's phone number exists, the field name would be set as "Phone" and the condition as "Exists". This ensures that the action is executed only when the phone number exists.
Set Report Status: This option enables users to set the status of reports based on the applied conditions. By default, the available conditions are "Open" and "Closed". Additional custom statuses can be configured using the "Custom Status" option in the user management settings.
Add Action: This option allows users to define the Assign action to be executed based on the specified conditions.
Task Allocation: The "Assign" button allows users to allocate tasks or assignments to designated individuals or groups.
Delegation: Users can delegate specific responsibilities or action items to other team members using the "Assign" button.
Flexibility: The "Assign" button offers flexibility in assigning tasks across different projects, departments, or user roles.
To learn more, click on Action Button Rule.
The Fallback Message serves as a backup response or alternative content when a specific condition or action cannot be met. It provides a default message that is displayed in situations where the intended action or condition is unavailable or cannot be fulfilled.
