Hi Gona,
I don't think you would be able to play much with the role-based assignment.
You need to create wrapper teams, e.g. Team1, which includes only Role1, and another Team2, which includes Role2. Then do the assignment of the task with either Team1 or Team2, along with the team filter service.
Inside the team filter service, you can remove the user who is out of office and then return a dynamic team on the fly after removing the user.
Regards,
Muhammad Haris Khan.
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Muhammad Haris Khan
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Original Message:
Sent: Tue January 27, 2026 02:44 PM
From: Gona Deepak
Subject: Automate Assignments
Thank You Grant.
We have implemented our assignments - more from the group /role assignment not team. So how will we implement for that level of assignment(role based assignment). Team filter and retrieval works best with team assignment.
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Gona Deepak
IBM
Original Message:
Sent: Thu January 08, 2026 08:20 AM
From: Grant Taylor
Subject: Automate Assignments
Hi Gona,
A1) I don't think you can combine the Node and Load balance options within one user task activity. To get around this, you could set up two activities that point to the same CSHS implementation, and set the team and distribution accordingly. You could have a gateway to route between the two:

There may be other reasons why you want to keep the activity as one, however.
A2) Given this added complexity, I think you might need to create a team filter service (docs) or team retrieval service (docs) to accomplish what you are after. The former allows you to provide a custom filter on a team, allowing parameters to be passed in from the process. The latter returns a new dynamic team.
For example, you might create a new Team that consists of Role1 and Role2, and assign this new team to the user task. You would then set up a team filter service, passing in the info from the process that is used to do the routing. The team filter service would return a single user (load balance) or a group of users (team assignment), depending on what is passed in from the process. You could implement load balancing when assigning to single users by leveraging the search APIs (docs). Here's a good article about using the team filter and retrieval services.
Hope this helps,
Grant.
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Grant Taylor
Original Message:
Sent: Wed January 07, 2026 10:16 PM
From: Gona Deepak
Subject: Automate Assignments
Is there a solution for below kind of requirement in v24.0.1
We have a human task - Assignment type is Custom.
Expression are ROLEs which are dynamic in nature - it can be Role1 or Role2 based on condition
User distribution is load balance.
Ask 1 : Our requirement is for Role1 we want to be have user distribution as None but for Role2 we wanted to have as load balance. Is it possible?
Ask 2 : if user of Role2 is on leave/out of office , can that user be refrained from getting task with load balance policy applied.
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Gona Deepak
IBM
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