Assign Owner

The Assign Owner node is used to assign an owner to a job. The Assign Owner node’s main purpose is to associate a user’s information with an incoming job. This is particularly important for anonymous form submissions, as without any associated user information, these anonymous form submissions cannot be distributed to third-party applications such as Dropbox.

Important! When an External Form node or an Internal Form node is configured with Anonymous Submission and is followed by a process automation node (not a People node) or a Distribution node, you must insert an Assign Owner node before the process automation or Distribution node for the workflow to function as intended.

To open the Assign Owner node’s configuration window, add a Process node for the Assign Owner to your workflow and double-click on it.

Configuring the Assign Owner

• Enabled - To enable this node in the current workflow, ensure the Enabled toggle is to the right. By default, nodes are enabled upon creation. If you disable the node, the workflow will ignore it, and documents pass through as if the node was not present. Note that a disabled node does not check for logic or error conditions.

• Node Name - The node name defaults to this field. This name appears in the workflow below the node icon. Use this field to specify a meaningful name for the node that indicates its use in the workflow.

• Node Description - Enter an optional description for this node. A description can help you remember the purpose of the node in the workflow or distinguish nodes from each other.

Buttons

• Help - To access Online Help, click this button.
• Cancel - To exit the window without saving any changes, click this button.
• Save - To preserve your node configuration and exit the window, click this button.

Using the Assign Owner Node

The Assign Owner node includes two ways to add an assignee: a user search feature and a field to enter an email address. To use the user search feature, do the following:

1. In the field available, enter your search term.

2. After a moment, the search results for the search term will appear. Click on the user you would like to be the owner of the job.

3. Click the Save button to save the configuration and close the node.

To use the email address field, do the following:

1. Click the Email Address option.

2. Type in the entire email address of the assignee. If you have already entered any emails, they are available by selecting the drop-down email.

Note: You must enter the entire email address of the assignee; partial emails will not yield results.

3. Click the Save button to save the configuration and close the node.

You also have the option to send a notification to the user in their Dispatcher Stratus Inbox. This option is selected by default.

The user will receive an email indicating their new status as assignee.

Notes:

• A selected user gets an email and/or notification when the node configuration and workflow are saved. If you open the node, an option will appear to “Send Email” to send another notification to the assignee.
• The user who takes ownership of jobs in the workflow does not need to take any particular actions simply because they are assignees; actions may be necessary based on the configuration of any People Nodes.