Assignment Types

As explained in the Assignments help topic, a session in Editor XI passes through several assignments. Similarly, in ArcFM Mobile, a task can pass through several assignments.

These Assignment Types are created and managed in the Workflows > Assignment Types tab.

IMPORTANT:

The XI series applications provide default assignment types. These are denoted by an asterisk, as seen in the image above.
- The default assignment types are incorporated into out-of-the-box workflows. They are designed to work natively with the applications.
- You cannot delete default assignment types. However, you can customize their color, display name, and the roles allowed to be assigned to each type.
If you create a custom assignment type, it needs to be incorporated into a custom dynamic workflow in order to function. In other words, creating the assignment type is a single step of a larger process in creating a custom dynamic workflow.

Each entry in the left pane corresponds to assignment types that are used in the different XI end user apps (Designer, Editor, Mobile). Each one is similar in that they allow configuration of an arbitrary number of assignment types with their own names and colors.

To create a custom assignment type, follow these steps:

Click the Add New button.
Type an Assignment Type Name.
Type a Display Name. This is typically a shorter name that appears within the colored bubble.
Use the Color selector to choose a color for the Display Name bubble.
Decide which roles should be able to get assigned this assignment type. To do so, next to Roles, click the Edit icon.
In the Edit Assignment Type Roles dialog, check the boxes next to the desired roles, then click Apply.

IMPORTANT: The roles you check also determine whether a user can see the Assignment Type in Session Manager under “Available Work.”
Click Save.

As stated above, you then incorporate this custom Assignment Type into a custom dynamic workflow. See the topic Studio for more information about the architecture of dynamic workflows.