Best Practice for setting assignment group on a RITM?

patricklatella
Mega Sage

Hi community folks,

I'm looking in various client environments at previous development and seeing 3 main ways of setting the assignment group for a RITM

- in the workflow

- an assignment rule

- in a business rule

My thinking is that for ease of maintenance, the workflow or the assignment rule would be best practice and is this is how I've done it in my development.  However I'm seeing some usage of business rules to set the assignment rule.  I'm looking for feedback on whether there are pros/cons for doing this through a business rule...basically from a performance point of view or otherwise.

Welcome to all thoughts.  Thanks!

4 REPLIES 4

sachin_namjoshi
Kilo Patron
Kilo Patron

You should use OOB assignment rules routing configuration table.

This table is used even by advanced work assignment engine.

 

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This way you don't need to maintain assignment rules in different objects ( e.g business rule, script includes, workflow, flows etc)

It's easy to maintain and you don't need any customization.

 

Regards,

Sachin

Alikutty A
Tera Sage

Hello,

Workflows are the the best place to setup assignments for RITM as they can handle each items separately depending on your routing needs. If you have a generic routing process you could also write a business rule that fetches the assignments from a lookup table and populate it directly. This would again depend on how your routing works. If the routing is dependent on the RITM variables and have different logic based on different items, then using a business rule or table level logic would increase maintainance effort and complicate logic.

You can also setup assignment rules based on the catalog item name as a condition but these rules are limited to use filters within a RITM fields and they dont have access to variables. You could also try the assignment lookup rules which provides an additional custom lookup table which could be reused in your workflow or business rule.

Thanks!

Tim Provin
Mega Guru

You’re going to get people that tell you every way because there isn’t a single answer to this. Personally I don’t like doing it in the workflow because then I have to maintain the workflows to change it.

I just set this up yesterday for on of my customers using the Fulfillment Group field on the Catalog Item form and a before insert Business Rule. The business rule had a condition of Assignment group is empty, and the Action was set to Assignment group same as Item Fulfillment Group.

I can send screenshots if needed.

patricklatella
Mega Sage

Thanks everyone for the input.  Sounds like the consensus is that depending on the situation and developer preference, there really isn't a "best" way to do this.  I tend to like assignment rules because then I just know one place to go looking to make updates.  Originally I was wondering if specifically business rules were a "bad practice" way to handle group assignment...sounds like that is not the case.  I appreciate the feedback!