At the Award stage of the workflow, you can configure the following settings:
General
- Edit the Step name
- Toggle on Auto-award to automate the process of awarding based on a selected scenario. The available scenarios are imported from the template event that the workflow is based on. Scenarios can be added, updated, or removed by editing the bot template and re-importing.
Figure 1. General configuration
Assignment
- Automatically assign the user who created the request to this step by toggling on Auto-assign to requester
- Select Direct assignment to directly select users in your organization that will be assigned to take action on the step
- Select Conditional assignment to create conditional rules under which specific users or teams will be assigned to take action on the step
Notifications
Configure which notifications will be sent for the step by toggling on or off the relevant notification:
- Toggle on At step to notify watchers that a request has reached the step
- Toggle off Take action which notifies actors that they must make an award decision
- Toggle on Step completed to notify watchers that bidding has closed