How Assignments Work in Mirata
Forms are assigned to users or user groups via workflow transitions/transactions, which are configured in the Designer.
When logged into the Mirata Inbox, the "Inbox" tab lists any form submissions which are assigned to you or assigned to a group which you're in. The point of assignment in Mirata is to control what forms users see in this "Inbox" tab.
Accessing the Assignments Tab
In the Workflow Designer, select the transition/transaction which you're configuring to update assignments. Click the Assignments tab in the Transition Configuration Panel to manage user form assignments at this workflow step.
The transition configuration panel is displayed with tabs for Properties, Validations, Assignments, Dialog, and Button.
The Assignments tab provides options for managing form assignments.
Configuring Assignments
There are 3 options for assignment changes for a transition/transaction.
Add/Remove - Add/Remove user or user group assignments
No Change - No change to the submission's assignments
Set - Set assignments to a list of user and/or user group assignments
By default, form submission are assigned to the current user (the user creating the submission) when they're created and no assignment changes are made otherwise.
After selecting Add/Remove or Set, you can add any combination of assignments using the "+Set" button. There are 3 ways to configure assignments using the "+Set" button:
user calc: Assign to a specific user
group calc: Assign to a specific user group
current user: Assign to the user who triggers the transition/transaction
The number of assignment changes are summarized by the "(X)" to the left of the Assignments tab. This won't be visible if there are assignments configured.
Assigning to a User
Assign to Current User
Below example will remove any assignment from the submission and set the assignment to the current user.
Assign to a Specific User
First, select "user calc":
Configure the calculation like below ("id-for-user" --> "user-by-email" --> constant), where the constant value is the user's email address.
This will assign the submission to this specific user whenever the transition/transaction is run.
Assigning to a User Group
In the same way as assigning to a specific user, you can configure assignments to a user group. This is common for approval processes, i.e. assigning the form to a 'Supervisor' group so all supervisors see the forms ready for review in their inbox and any of them can sign off on one.
Assign by Group ID
Select "group calc" and then configure the calculation like below, where the constant value is the ID of the user group copy/pasted from the Admin Tool:
Assign by Group Name
Select "group calc" and then configure the calculation like below ("group-id-for-group" --> "group-by-name" --> constant), where the constant value is the name of the user group from the Admin Tool.