Category based on Assignment Group
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02-22-2022 01:00 PM
Is there a way to set the category values to be dependent on the Assignment Group field value? It would look something like this:
Assignment Group: Sales
Categories:
- After Sales Support
- Sales Inquiry
- Sales Issues
Assignment Group: Finance
Categories:
- Finance Inquiry
- Finance Issues
- Payments
- Collections
- Labels:
-
Customer Service Management
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02-22-2022 01:07 PM
There probably is a way using Business rules but the system is structured to be reverse- setting up Group from cat and subcat- it would be alot of custom maintance you would have to build
For instance a customer needs help with their email they select Software Cat and Outlook Subcat for instance - ticket gets sent to group that handles email - Customers wouldnt know what group nor should they especially if they are external -
Other indications the reverse is OOB- go to Assignment on left hand you can put in What Assignment group or Assigned to should be set for incidents that dont specificy either based on Cat and subcat and other fields on the Incident.
So i think if you really had to you would need to make some sort of admin panel area build the rules for this or you would have to manage Business Rules around this.
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02-24-2022 05:07 AM
I was thinking that this is just a setting in the [sys_choice] table wherein:
When the Sales Assignment Group is selected, only show the following on the [categories] field:
- After Sales Support
- Sales Inquiry
- Sales Issues
Meanwhile, if Finance assignment group is selected, only show the following on the [categories[ field:
- Finance Inquiry
- Finance Issues
- Payments
- Collections