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.

    The Activity Process page appears.

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