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Task Group Assignee Expression Builder Use

  • July 18, 2025
  • 3 replies
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M
Conversation Starter
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Hi everyone.


I'd like to know if there's a way to ensure that once a user claims a task from a task group, all upcoming tasks in that specific task group within that specific workflow execution will be automatically assigned to that same user.

So I saw that there is an opition in the configurations of a human step called Task Group Assignee and that it is possible to create expressions from it. How would it be an expression where a task is directed for all members from a task group the first time, but redirected to the user that claimed it, in the first time, afterwards (when returning to the same step, like a choice for example)?

Thanks

Best answer by Matthew.Farler

Greetings,

You can Get the Variable Value of the CompletedBy carat variable in any prior human step to accomplish the first part.  For example, in a workflow I have a Choice 1 Step assigned to a Task Group, and I wanted the next Choose Users step to be assigned to the same person who completed the Choice 1 step.  In the Assignee field, I would use the Expression builder to just put in the simple call shown below. You can do the same, but replace the Step Name with your own Step Name.

 

I’m not sure if the second part of your question is possible though, since human steps are always assignable only to Task Groups or Individual Users.  You will likely just need a second, identical human step assigned as I’ve indicated, instead of looping back to the original step.

Hope this helps!

3 replies

Matthew.Farler
Docusign Employee
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  • Matthew.FarlerDocusign Employee
  • Docusign Employee
  • Answer
  • July 18, 2025

Greetings,

You can Get the Variable Value of the CompletedBy carat variable in any prior human step to accomplish the first part.  For example, in a workflow I have a Choice 1 Step assigned to a Task Group, and I wanted the next Choose Users step to be assigned to the same person who completed the Choice 1 step.  In the Assignee field, I would use the Expression builder to just put in the simple call shown below. You can do the same, but replace the Step Name with your own Step Name.

 

I’m not sure if the second part of your question is possible though, since human steps are always assignable only to Task Groups or Individual Users.  You will likely just need a second, identical human step assigned as I’ve indicated, instead of looping back to the original step.

Hope this helps!

Matt Farler, Principal Product Trainer, DSU
K
M
Conversation Starter
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  • Matheus CardosoConversation Starter
  • Author
  • Conversation Starter
  • July 24, 2025

Thank you Matthew

I tried here and works. The second part is also possible using the caret variable, because when the caret variable is empty, the task will be given to the task group unassigned but once someone claims it, every time the workflow returns to that step, it will automatically be assigned to the one who claimed it the first time. I tested it.

It helped

K
K
Docusign Employee
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  • Kelly.GatlingDocusign Employee
  • Docusign Employee
  • July 31, 2025

Just to add to this, if you ever needed the task to get reassigned to the full task group again, you can ‘clear out’ or ‘blank out’ the caret variable in the workflow just as you would any other variable! Then the task would be assigned to the full group again.

 

Kelly Gatling | Principal Product Trainer | Docusign University
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