Workflow Assigning Rules

ADManager Plus enables you to configure requesters, reviewers, approvers, and executors as needed for your workflows. By default, requests at each stage are assigned to all technicians. However, you can streamline the process by assigning specific reviewers, approvers, or executors to handle tasks, ensuring a more focused and efficient workflow.

Leverage Workflow Assigning Rules to assign specific actions or tasks to designated reviewers, approvers, or executors, and configure notifications for the relevant technicians.

When a request is created, the rule that meets the criteria and has the highest priority will be applied. Newly created rules are automatically assigned the highest priority, but you can manually adjust their priority as needed.

Steps to configure Workflow assigning rules

1. Navigate to Workflow > Configurations > Workflow Assigning Rule.
2. Click the Add New Rule button.
3. Enter a suitable Rule Name and Description.
4. Select the preconfigured Business Workflow from the drop-down for the required workflow stages.
5. Under Rule Criteria, add a new criterion and choose the conditions that must be met for the rule to execute. You can set conditions such as Domain Name, Action, Priority, Subject, and Request Type for Requests. Name, Requester's Domain Name, Department Name, and Requester's Container for Requester.
6. In the Request Administration section, select the technician(s) to assign and specify the priority for each action.
7. Enable or Disable notifications for each stage of the workflow, and customize templates fo r Email, SMS, or both. Multiple templates can be selected for recipients, and new templates can be added as needed. Click here to learn more about configuring templates.
8. Click Advanced Settings to configure additional options:
   • Select the Enable request modifications box to allow changes to requests after creation.
   • Select the Exclude Requester to ensure requests are not assigned to the requesters for approval, review, or execution tasks.
9. Click Add Rule to save the configuration.