The form assignment automation is a way to collect data from a person in your business process automatically. This automation allows you to build a form that includes data from the table that provides additional context for the assignee to make decisions and complete the form.
The assignee is the person who should complete the form. You specify the assignee by selecting an email address or a teammate (Onalu account holder).
Drag and drop any element in the left hand element tray onto the canvas to add that element to the form.
Form elements allow you to add text (heading or text block) onto the page.
Reference elements allow you to add dynamic data into each automation instance.
Assignment items are inputs to the form. An assignment item is one piece of data that you wish for the assignee to complete. You must have at least one assignment item for this automation to function property.