Assignment Rule

Overview

Assignment Rule – Business Overview

Assignment Rule is used to automatically assign business documents to the right people at the right time. It helps organizations ensure that tasks, requests, and records are routed to the correct users without manual intervention, improving response time, accountability, and operational efficiency.

Instead of managers or administrators manually deciding who should handle each document, Assignment Rule applies predefined business logic to distribute work consistently and fairly.

Purpose in Business Operations

The Assignment Rule document is designed to: - Automatically assign ownership of documents such as requests, applications, cases, or approvals - Ensure timely follow-up and clear responsibility - Reduce manual coordination and administrative effort - Support structured workload distribution across teams

By using Assignment Rule, businesses can standardize how work is assigned and prevent delays caused by unclear ownership.

Prerequisites and Setup Requirements

Before using Assignment Rule effectively, the following should be in place: - Defined business users or roles responsible for handling specific types of work - Clear understanding of which documents require assignment (for example, approvals, reviews, or follow-ups) - Agreed rules for how work should be distributed (such as round-robin, workload-based, or role-based assignment) - Consistent document lifecycle stages so assignments happen at the right moment

This preparation ensures that Assignment Rule reflects real operational needs.

Typical Workflow and Business Fit

A business document is created or reaches a specific stage (for example, submitted for review).
The Assignment Rule checks predefined conditions and criteria.
The document is automatically assigned to one or more responsible users.
Assigned users receive the document and take action as part of their daily work.
Progress continues without manual reassignment or follow-up.

This workflow fits seamlessly into day-to-day operations by making responsibility clear from the moment work is generated.

Key Business Scenarios Where Assignment Rule Is Essential

Assignment Rule is especially valuable in: - Customer service operations, where inquiries must be routed to available agents - HR processes, such as assigning onboarding tasks or employee requests to HR officers - Finance and approvals, where documents must reach the correct approver without delay - Operations and compliance, ensuring cases are handled by the right specialists - High-volume environments, where manual assignment is impractical

In these scenarios, Assignment Rule prevents bottlenecks and missed responsibilities.

Important Considerations for Users

Assignment Rule should be reviewed regularly to ensure it matches current team structures and workloads
Overly complex rules can confuse users; simplicity improves reliability
Automatic assignment does not replace accountability—assigned users must actively manage their tasks
Changes in staffing or responsibilities should be reflected promptly in the rules
Clear communication helps users trust and rely on automatic assignments

Summary

Assignment Rule plays a critical role in streamlining business operations by automatically directing work to the right people. When set up thoughtfully, it improves efficiency, transparency, and consistency across teams, making it an essential tool for growing and process-driven organizations.

Automatically Assign Documents to Users

Basic Information

Module: Automation
Document Type: Other

Fields

Field Name	Label	Type	Required	Options	Description
document_type	Document Type	Link	✓	DocType	Dafater document this assignment rule applies to.
duedatebased_on	Due Date Based On	Select		-	Basis for calculating assignment due date.
priority	Priority	Int		-	Execution priority when multiple rules apply.
disabled	Disabled	Check		-	Disable this rule from running in Dafater.
description	Description	Small Text	✓	-	Business explanation of the assignment rule.
assign_condition	Assign Condition	Code	✓	PythonExpression	Condition to assign document automatically.
unassign_condition	Unassign Condition	Code		PythonExpression	Condition to remove assignment automatically.
close_condition	Close Condition	Code		PythonExpression	Condition to close assignment automatically.
assignment_days	Assignment Days	Table	✓	Assignment Rule Day	Define working days and schedules for assignments.
rule	Rule	Select	✓	Round Robin, Load Balancing, Based on Field	Method Dafater uses to distribute assignments.
field	Field	Select		-	Document field used for field-based assignment.
users	Users	Table MultiSelect		Assignment Rule User	Users eligible to receive assignments.
last_user	Last User	Link		User	Last assigned user for round robin tracking.

Child Tables

Assignment Days (Assignment Rule Day)

Field Name	Label	Type	Required	Options	Description
day	Day	Select		Monday, Tuesday, Wednesday, Thursday, Friday, S...	Selected weekday for Dafater assignment rule execution

Permissions

Role	Read	Write	Create	Delete	Submit	Cancel
System Manager	✓	✓	✓	✓

DocType	Relationship	Module
ToDo	Linked from	Desk
User	Links to	Core