Tasks will always be allocated depending on the users load (number of tasks) from current/other processes. If there are two or more users with the same number of assigned tasks, the task will be randomly assigned to one of them.

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Accessing allocation rules

To access the allocation rules, follow the next steps:

  1. Open FlowX Designer.
  2. Go to your Application and from the side menu, under Task Management, select the Allocation rules entry.

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Adding process and allocation rules

To add process and allocation rules, follow the next steps:

  1. Click Add process button, in the top-right corner.

  1. Select a process definition from the drop-down list.

  2. Click Add swimlane allocations button (+) to add allocations.

If there are no users with execute rights in the swimlane you want to add (hasExecute: false), the following error message will be displayed:

  1. Option 1: Allocate all users with execute rights.

  1. Option 2: Allocate only users you choose from the drop-down list. You can use the search function to filter users by name.

  1. Click Save.

Users with out-of-office status will be skipped by automatic allocation. More information about out-of-office feature, here.

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Editing allocation rules

To edit allocation rules, follow the next steps:

  1. Click Edit button.

  1. Change the allocation method.

  1. Click Save.

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Viewing allocation rules

The allocation rules list displays all the configured swimlanes grouped by process:

  1. Process - the process definition name where the swimlanes were configured
  2. Swimlane - the name of the swimlane
  3. Allocation - applied allocation rules
  4. Edited at - the last time when an allocation was edited
  5. Edited by - the user who edited/created the allocation rules

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Exporting/importing process allocation rules

To copy process allocation rules and move them between different environments, you can use the export/import feature.

You can export process allocation rules as JSON files directly from the allocation rules list: