Configure Sending Automatic Work Invitations Based on Conditions

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 1

    The selected <Process Name> Activities page appears.

  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. Click the Work Invitations option.
    Manage Auto Allocate And Scheduling 2
  7. Click the Condition Based Auto Work Invitation checkbox.
    Manage Auto Allocate And Scheduling 9
  8. Click the Add Criteria button.
    Manage Auto Allocate And Scheduling 10
  9. Click the Add Condition button and define conditions.
    Manage Auto Allocate And Scheduling 11
  10. Configure the options as per your requirement.
    Manage Auto Allocate And Scheduling 12
  11. Click Save.