Assigning Files via Workflow to individuals

Gary,

Another option is to have a dropdown list on your data card with the list of detailers tied to a "Detailers" variable (which can be searched on ). Then you can rename all of your transitions to "Send to detailer" and have a condition in each one where "Detailer" equal to <detailer's name>. You still have multiple transitions but user only sees one transition.

Agree with Michael on the drop down for detailer name....

You could set up the transition to detailing having a condition that the detailer name can't be empty.  This way you can add the search card variable and the big bonus is only one transition.

Hi Gary, I would not create several workflow paths for all the reasons you mentioned. There is a very nice / clean way to implement a prompt to the user with a combo box... Dispatch. You can make it trigger off of a workflow step or via a right button menu option. for the example below, I did just that. (this is off of my test server... so I took a few shortcuts).

This will make it much easier to add and remove people to the process (just add or remove names to the list).

** You may want to consider using version free variables to reduce the versions created. I do not show how to do this.**

First, Select the option in the rmb menu

Select a person from the drop down box

That's it! Now that I've assigned a designer to my file, I can run a search for all files assigned to me (or anyone else). (I cheated and used "Drawn by" for this example. For production I would create an "Assigned Drafter/Reviewer" on my card). Below you can see what a search result would look like

This is how it's done in Dispatch.

See attachment. (created in PDM 2016). you can load this into your vault and test it for yourself.