Assigning items

To move an item to the next step in the workflow, you may need to assign it to a user. For example, you may want to assign a new issue to a support engineer for review. The support engineer can then assign the issue to a programmer to fix.

1. Select the item in a list window or open the item.

2. Choose Workflow > Assign.

The Assign dialog box opens. The Assign By user defaults to the logged in user and the Date is set to the current date and time. You can change these values if needed.

3. Select an Assign To user.

Click the Find User button to search for a user. See Searching for users and customers in fields.

Tip: Administrators can limit the users initially displayed in the field to reduce the number of users and make it easier to find the correct ones. See Adding workflow events. Administrators can also set the default value for the field as the list of currently assigned users, which makes it easier to reassign items without selecting the entire list of assigned users again. See Defining required fields and default values.

4. Enter any Notes about the assignment. For example, you can let the user know why you are assigning the item, what action you want them to take, or who to contact for additional help.

5. Enter or select any Custom Fields information.

6. Click OK.

The item is assigned to the selected user.

Note: To view notes for an item assigned to you, open the item and click the Workflow tab. The user who assigned the item should let you know what work you are responsible for and provide detailed information. If you need more information, email the user who assigned the item. See Emailing from Helix ALM.