How To Create User Rules

Specify the following when creating a user rule:

Rule name.
If the rule is a vacation rule. See Setting a Vacation Period for how to set the vacation period that is synchronized with the vacation rule.
Which task or task type the rule applies to. If specified as blank or null, then the rule will be skipped. If a task type is specified, then any attributes mapped for that task type can be used in the rule condition. To execute the user rule action for all task types, the task type field must be removed from the rule condition.
When the rule applies.
Conditions on the rule—These are filters that further define the rule, such as specifying that a rule acts on priority 1 tasks only, or that a rule acts on tasks created by a specific user. The conditions can be based on standard task attributes and any mapped attributes that have been mapped for the specific tasks. See How To Map Attributes for more information.

User rules perform the following actions:

Reassign to—Reassigns tasks to specified subordinates or groups you manage.
Delegate to—Delegates to any user or group. Any access rights or privileges for completing the task are determined according to the original user who delegated the task. (Any subsequent delegations or reassignments do not change this from the original delegating user.)
Set outcome to—Specifies an automatic outcome if the workflow task was designed for those outcomes. For example, accepting or rejecting the task. The rule must be for a specific task type. If a rule is for all task types, then this option is not displayed.
Take no action—Prevents other more general rules from applying. For example, to reassign all your tasks to another user while you are on vacation, except for loan requests, for which you want no action taken, then create two rules. The first rule specifies that no action is taken for loan requests; the second rule specifies that all tasks are reassigned to another user. The first rule prevents reassignment for loan requests.

Note:

If user cdickens has a vacation rule set to Reassign to, Delegate to, or Set outcome to, the vacation rule will not be triggered if a task is assigned to cdickens through Request Information, Adhoc Route, or Escalate. In these three cases, the task will remain assigned to cdickens.

To create a user rule:

Click the Preferences link.

The My Rules tab is displayed.
In the Rules pane, click My Rules and click Add.
In the My Rule area, do the following and click Save:
- Provide a name for the rule.
- Select Use as a vacation rule if you are creating a vacation rule. The start and end dates of the rule are automatically synchronized with the vacation period.
- Select Execute rule only between these dates and provide rule execution dates.
- In the Tasks area, select All Tasks or Tasks matching these conditions. Click Add to add rule conditions.
- Browse for task types to which the rule applies.
- In the Action area, select actions to be taken: Reassign to, Delegate to, Set outcome to, or Take no action, as described above.
The new rule appears under the My Rules node.