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Celonis Product Documentation

Assignment Rules

Assignment Rules provide an easy way to find and assign the proper assignee within Celonis Studio. These rules are required to set up the data permissions of the Data Model and allow users to see only their scope. For example, requisitions from Atlanta should not be checked by the team based in Hamburg.

Setting Up the Assignment Rules

  1. Create Groups in your Celonis Studio.

  2. Create the Assignment Rules.

  3. Set up the Data Permissions on the Data Model (optional).

  4. Set up the assignee on the Smart Sensor.

Create a Group on Celonis Studio

Creating groups on Studio is only available to Admins.

As Admin, go to Admin & Settings → Groups → New Group, then name the group and add team members to it.

In our example, we created two groups, one per plant, Hamburg and Atlanta. These groups should have member permissions to see the Open PR Processing App on the Apps section.

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Create An Assignment Rule

Go to variables of the package → Create New Variable → New Assignment Rule as shown below:

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Click Next and assign the rules based on your preferences. Use the Filter sidebar to select the dimension and the Change Assignee dropdown to look for the created groups. Once it is completed, click Done.

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To learn more about assignment rules, please visit this link.

Data permissions on Data Model (Optional)

This step is not required. This section is included in case some data needs to be hidden for one part of the organization. For example, Hamburg employees do not need/want to check the requisitions in Atlanta.

To set it up, go to the Purchase Requisition Data Model → Data Permissions.

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In this section, you can set your permissions either manually or imported from tables. One example would be to use Data Permissions for all processors, Atlanta processors, and Hamburg processors. The configuration would look like this:

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Please refer to this section for more information.