Set Task User

The Set Task User action assigns users to one or more workflow tasks based on user properties or names. This is useful for dynamically forwarding tasks to users who match specific criteria, such as role, department, or a custom property.

Properties and Explanation

Select Task(s): Choose one or more tasks (from a multi-select list) to which users will be assigned. These are the workflow steps that will be affected by this action.

Remove previous selection: If checked, any previously assigned users for the selected tasks will be removed before assigning new users.

User Selection Mode: Choose how users are selected for the task:

• Property: Assign users based on a user property (e.g., department, role).

• Name: Assign users by their name.

Select User Property: If "Property" mode is selected, choose the user property to use for selection (e.g., Department, Designation).

Comparision Type: Specify the comparison operator to use when matching the property value. Options include:

• (None)

• =

• <

Property Value: Enter the value (or formula) to compare against the selected user property. Only users whose property matches this value (according to the comparison type) will be assigned.

Name Value: If "Name" mode is selected, enter the user name (or formula) to assign to the task.

• The action can assign users to multiple tasks at once, using either property-based or name-based selection.

• You can use formulas for dynamic user assignment, enabling flexible and automated workflow routing.

Full Configuration Example

Below is a screenshot of the Set Task User action configuration, showing all properties set for task selection, user selection mode, property, comparison, and value:

• In this example, tasks are assigned to users whose department matches a specified value, or directly by user name.

• When the action is triggered, the selected tasks are updated with the new user assignments according to your configuration.