Kodexa introduces a new feature in automating Document Assignment. Unlike the manual document assignment, this feature provides a more sophisticated approach is necessary—one that can analyze extracted data from documents to determine the most appropriate assignee. Users can specify which events can trigger and the user to whom the document will be assigned to.
Document Assignment List
Document Assignment list can be found under Profile > Manage Project > Document Assignment. The table will display the list of all rules created for the specific project.
Creating a Document Assignment Rule
In creating a Document Assignment Rule, the user needs to do the following steps:
Click on "New Assignment" button.
There will be a form that will appear. Fill out the information needed:
Field | Description |
Name | Unique identifier of the Document Assignment Rule |
Condition | Event that will trigger the rule to run. This uses event based SpEL (Spring Expression Language). |
Dynamic User | Checkbox that will trigger dynamic user assignment. |
Dynamic User Formula | Will appear if the Dynamic User checkbox is ticked. This allows input of formula to include multiple users to be assigned.
|
Assign To | Will appear if the Dynamic User checkbox is unticked. This is where the user can indicate the email of the user that the document will be assigned once the rules are met. |
Priority | Number field that the user can update to indicate the prioritization of rules created. |
3. Once done, click "Save Changes".
4. The system will wait for the event that will trigger the document assignment. Once the document assignment is executed, a document should have an assignee:
