Creating Custom Assignment Rules

Custom Workflow Assignment Rules require developing server methods that implement assignment logic specific to your business requirements.

Workflow Assignment Rule methods must satisfy the following requirements:

Method Type: VB/C# server method

Method Context:

• Receives Workflow Process item (Target = “Workflow”)
• Or receives Activity item (Target = “Activity”)

Required Attributes:

• Method can access context_type_id and context_item_id attributes
• These provide the source Change Item information

Expected Operations:

• Query context item to gather assignment decision data
• Query existing Activity Assignment items if needed
• Modify Activity Assignment items with appropriate properties
• Return success result or error

Permissions:

• Method must have appropriate execution permissions

Basic structure for a Workflow Assignment Rule method:

// 1. Get Innovator context
Innovator inn = this.getInnovator();

// 2. Resolve context item
string contextTypeId = this.getAttribute(“context_type_id”);
string contextItemId = this.getAttribute(“context_item_id”);

// Validate context
if (string.IsNullOrEmpty(contextTypeId) || string.IsNullOrEmpty(contextItemId))
{
return inn.newError(“Unable to determine context item”);
}

// 3. Load context item
Item contextItem = inn.newItem();
contextItem.setAction(“get”);
contextItem.setAttribute(“typeId”, contextTypeId);
contextItem.setID(contextItemId);
contextItem.setAttribute(“select”, “properties_you_need”);
contextItem = contextItem.apply();

if (contextItem.isError())
{
return inn.newError(“Failed to load context item”);
}

// 4. Apply business logic to determine assignees
// ... your custom logic here ...

// 5. Modify activity assignments
Item assignment = inn.newItem(“Activity Assignment”, “add”);
assignment.setProperty(“source_id”, activityId);
assignment.setProperty(“related_id”, assigneeIdentityId);
assignment.setProperty(“voting_weight”, “100");
assignment = assignment.apply();

if (assignment.isError())
{
return inn.newError(“Error creating assignment: " + assignment.getErrorDetail());
}

// 6. Return success
return this; // Or return inn.newResult(“Success message”)