ATC: ASSIGN role TO who ON project
This command assigns a specified role to a specific user, optionally for specific projects.
- role is required. The role must exist in the Role Maintenance tool. If the name has embedded spaces, it must be enclosed in square brackets, for example, [Project Manager]. You can also specify the role key value. A variable can also be used to specify the role.
- TO who is required and specifies the individual who will be assigned the role. who can be specified as a login User ID, a user key, an email address, or the full name as entered in your Contacts Dashboard, enclosed in square brackets, for example [John Smith]. A variable can also be used as the who.
- ON project is optional. project can be specified as * to mean the same project as the workflow-triggering document. If not specified, the role will apply to all projects. A variable can also be used as the project.
Example:
ATC: IF DivisionID = RW ATC: ASSIGN [CO Approver] TO joe@schmo.com ON * ATC: ENDIF
The above example means “if the Division ID of the document from which the workflow will be triggered is RW, assign the CO Approver role to the Contact with the email joe@schmo.com, and assign the role for the current project only.”
ATC: SET $WHO = [DKEY_DocHeader_ResponsibleParty] ATC: ASSIGN [CO Approver] TO $WHO ON *
The above example means “resolve the responsible party and store the key into $WHO, then assign the CO Approver role to that user on the current project”
The above example means “when the status is set to AT, loop through the attendee tab for all the people marked “present”. Copy the role key and user key into variables for the ATC: ASSIGN command. Finally, a static assignee is chosen based on the first two letters of the project and specified by its login ID, then passed to the final ATC: ASSIGN.
Last updated: September 13, 2023 at 17:02 pm; V2023+ green text = new