Simple Absence
The Simple Absence engine complements the work of auto-assignment rules. It takes into account the absence of employees from the workplace and excludes them from the task assignment queue when distributing the load according to the auto-assignment rule of any type.
The engine has one Active option with two available values:
- true – enables the engine on certain tables specified in the related list.
- false – disables the engine on certain tables specified in the related list.
To make the system consider the employees' absence records when assigning a user to a record of a specific table, follow these steps:
- Navigate to Engine Management → Values for Tables.
- Click New.
- In the Table field, specify the table that requires the employee absence validation.
- In the Option value field, select true for the Active option of SimpleAbsence.
- Click Save or Save and exit to apply the changes.
Configuration example
To understand the logic of the engine, consider an example of its configuration for the Task (task) table.
First, you need to activate the engine Active option for the table. To do so, follow these steps:
- Navigate to Engine Management → Option Values.
- Open the true option value record of the SimpleAbsence engine.
- Click New in the Option Values for Table related list.
- In the Table field, specify the Task table.
- Click Save or Save and Exit to apply the changes.
Ensure that you have a configured auto-assignment rule for this table, or create it according to the instructions.
When all settings are completed, the logic of the engine and the auto-assignment rule work as follows:
- The task record meets the specified conditions of the auto-assignment rule that you created.
- Before selecting the assigned user, the engine searches for an Absences (sys_personal_schedule_entry) record of the employee who should be assigned to the task in turn for the current working day. The assignment queue depends on the selected auto-assignment type of the rule.
- If an absence record of the employee for the current working day is found, the engine verifies another employee in the list.
- If the next employee does not have an absence record, they are assigned to the task.
If all employees of the assignment group are absent for the current working day, then only the Assignment group field is completed in tasks.