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Workflow resources selection rules are a set of specific criteria used to automatically assign a resource to the workflow. |
To add workflow resources selection rules, perform the following steps:
Go to the
Configuration menu > → Projects and Quotes > → Workflow Resource Selection Rules (Classic).
Click the Add button on top of the Selection Rules for Workflow Resources table. You will be directed to the Add Selection Rules for Workflow Resources page.
Provide a name for the new rule.
Decide whether the rule should be Active and thus selectable.
Decide whether the rule should be marked as a Preferred Item and thus appear on top of the drop-down lists.
In the Filter Settings section, add and configure the filters.
Click on the Choose filter from list… drop-down list.
Click on the desired filter. The selected filter will appear above.
Set the default values for the new filter. Repeat if necessary.
Click the Save button.