Work item queue assignment rules (form) [AX 2012]

Updated: November 7, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Organization administration > Setup > Workflow > Work item queue assignment rules.

Use this form to enter conditions that specify when documents are sent to a particular work item queue for processing. These conditions are called assignment rules. You can create several assignment rules and specify the order in which they are evaluated.

The following tables provide descriptions for the controls in this form.

Tab

Description

General

Enter a name and description for the assignment rule, and select the work item queue that the rule is associated with.

Conditions

Enter conditions to specify when documents are sent to a particular work item queue.

Button

Description

New

Create a new assignment rule.

Delete

Delete the selected assignment rule.

Move up

Move the selected assignment rule up in the list of rules so that it is evaluated earlier.

Move down

Move the selected assignment rule down in the list of rules so that it is evaluated later.

Attachments

Open the Document handling form, where you can view the documents and notes that are associated with the selected assignment rule.

Add condition

Enter a condition to specify when documents are sent to a particular work item queue for processing.

Field

Description

Document

Select a type of document. The document type that you select is used to perform the following tasks:

  • Filter the list of assignment rules. Only the rules that are associated with the selected document type are displayed.

  • Associate a new rule with the selected document type of document. For example, when you click New, you can create a new assignment rule that is associated with the selected document type.

Show

Filter the list of assignment rules. Select one of the following options:

  • All – Display all assignment rules that are associated with the selected document type.

  • Only active queues – Display the assignment rules for active queues that are associated with the selected document type.

  • Only queues on hold – Display the assignment rules for on-hold queues that are associated with the selected document type.

Default queue

The default queue.

Assignment rule

The name of the assignment rule.

Status

The status of the work item queue that the assignment rule is associated with.

Name

The name of the assignment rule.

Description

The description of the assignment rule.

Document

The type of document that is sent to the work item queue that appears in the Queue name field.

Evaluation order

The order in which the selected assignment rule is evaluated.

Queue name

The name of the work item queue that the assignment rule is associated with.

Status

The status of the work item queue that the assignment rule is associated with.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

Community Additions

Show: