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Business Action: Claim

This action allows a user to claim the workflow task of the current object from the group. Additionally, if a workflow task is already assigned to a specific user, this action claims it for the current user.

For example, a workflow with ID 'QA' includes quality assurance tasks that are assigned to a 'Super Users' group. The user 'Admin' wants to be assigned tasks when they enter the 'Review' state. The Claim business action is configured on the 'On Entry' tab of the workflow State Editor for the 'Review' state. This causes tasks to automatically be assigned to 'Admin' when the task enters the 'Review' state.

For more information, see the Business Rules and Workflows topic in the Workflows documentation here.

Prerequisites

Before using this action:

  1. Ensure the workflow exists, and has multiple states.
  1. Create a business rule as defined in the Creating a Business Rule or Library topic here.

Configuration

  1. On the Edit Operation dialog, select the Workflow > Claim option from the dropdown.
  2. For STEP Workflow, select the relevant workflow from the dropdown.
  1. For Current State, from the dropdown, select from the available states for the workflow.
  1. Click the Save button to add the operation to the business rule editor.

 

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