About Assignment Fields Follow

Topics Covered
  • How to Create a Text Assignment Field

  • How to Create a Select Assignment Field

  • How to Edit and View the Assignment Field

Target Users
  • Organization Administrators
Required Permissions
  • Service Provider - Assignment fields

Introduction

ATLAS Workflows can set assignment fields that allow users to persist data across employee’s post assignments, which are not already part of the system data and not needed globally. The assignment fields can get configured at the following levels: 

  •  Post: The field exists at post level only
  •  Mission: The field exists at mission level and posts under this mission
  •  System: The field exists globally and can be used at all missions and posts

There are two types of Assignment fields:

  •  Text
  •  Select: This is a dropdown list

 

How To Create A Text Assignment Field

1. Go to the Administration menu and scroll down to Org Configuration and click Assignment Fields. Click on the Add New Assignment Field.

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A new window opens and you can select the Type, enter the Name of the Assignment Field and the Description.  You may also set the permissions on who should be able to see or edit the Assignment field and who has no permissions at all.

 

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Click the Save button.

 

How To Create A Select Assignment Field

To create an Assignment Field type, click on the drop down and select the Data Source you want to use. As you can see in the screenshot below, you can choose Data Sources from different levels.

 

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Choose the permissions and click on the Save button.

 

How to Edit and View the Assignment Field

Here you can edit or delete the Assignment Field. Click on the mceclip6.pngicon to edit or themceclip5.png icon to delete.

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