Configure Auto Allocate Work Invitations

The work fields such as Start Time, End Time, Pincode, and Location are mandatory to use this feature.

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click the Activity Process card.
    Work Processes Page

    The Activity Process page appears.

  3. Click the required process card.
    Modify Action Process 2
  4. Scroll down to the Allocation And Scheduling section.
  5. Click the Manage Auto Allocate And Scheduling card.
    Manage Auto Allocate And Scheduling 1
  6. Select the Work Invitations option.
    Manage Auto Allocate And Scheduling 2
  7. Select the options as per your requirement.
    Manage Auto Allocate And Scheduling 3
    The work invitations will be sent automatically to the employee based on the options selected.
  8. Click Save.