How to Auto-Assign CSM Cases After Accept/Reject

reshmakore57046
Tera Guru

Requirement:
The case is offered to available agents using the Accept/Reject functionality. If the case is offered three times and no agent responds, the case should be automatically assigned.

 

 

1 ACCEPTED SOLUTION

reshmakore57046
Tera Guru

Hello,

Solution / Configuration Steps:

Step 1:
Navigate to the sys_db_object table and create two fields.

 

reshmakore57046_0-1767608673990.png

 

 

 

Step 2 : Create a new Business Rule on the awa_work_item table.
Note: There is no need to add any script in the Advanced tab.

 

reshmakore57046_1-1767608673979.png

 

 

 

reshmakore57046_2-1767608674059.png

 

 

 

Step 3 : Create a queue in the Service Channel and configure the following:

  • Max Tries

  • Next Queue (Auto Assigned)

Note:

  • The first queue assignment rule should use Accept/Reject.

  • The Next Queue selected must use an Auto-Assignment rule.

reshmakore57046_3-1767608674096.png

 

 

 

reshmakore57046_4-1767608674115.png

 

 

Original Post - https://www.servicenow.com/community/csm-forum/how-to-auto-assign-csm-cases-after-accept-reject/m-p/...


Thank You&  Regards,

Reshma Kore.

View solution in original post

6 REPLIES 6

@reshmakore57046 

screenshots could not be seen

share proper images so that this helps future members

Regards,
Ankur
Certified Technical Architect  ||  9x ServiceNow MVP  ||  ServiceNow Community Leader

reshmakore57046
Tera Guru

@Ankur Bawiskar  Thank you for letting me know. Please find the clear screenshots below.

Solution / Configuration Steps:

Step 1:
Navigate to the sys_db_object table and create two fields.

 

reshmakore57046_0-1767610708743.png

 

Step 2 : Create a new Business Rule on the awa_work_item table.
Note: There is no need to add any script in the Advanced tab.

reshmakore57046_1-1767610708720.png

 

reshmakore57046_2-1767610708731.png

 

 

Step 3 : Create a queue in the Service Channel and configure the following:

  • Max Tries

  • Next Queue (Auto Assigned)

Note:

  • The first queue assignment rule should use Accept/Reject.

  • The Next Queue selected must use an Auto-Assignment rule.

reshmakore57046_3-1767610708750.png

 

 

 

reshmakore57046_4-1767610708756.png

 

 

Thank You&  Regards,

Reshma Kore.