Assignment rule to assign based on User's email domain.

Wesley Breshear
Tera Expert

Hello,

Needing help with 'Assignment Lookup Rules' and 'Assignments' for Incidents.  We are using 'Assignment Lookup Rules' to assign Incidents based on Category and Subcategory.  But there is now a need to redirect about 10% of tickets based on the 'caller_id.email' if it contains a specific company's email address (e.g., @acme-widgets.com) and then assign to a different support team.  The 'Assignment Lookup Rules' only uses the Category, Subcategory, and Location fields to determine the Assignment Group and/or Assigned To value(s).  These rules a very useful for our Service Desk when they create/open an Incident ticket because the Assignment Group/Assigned To is determined for them based on-the-fly when Category and Subcategory selections are made.  So we really can't disable these and just go directly with 'Assignment' rules, we also made the Assignment Group mandatory; makes for another reason we need to use them.  So is there a way to blank out and replace or overite the existing Assignment Group value and replace with another assignment group when the Incident is submitted?  Basically, override what was determined by Assignment Lookup Rule because the next rule has more conditions in determining who the Incident should be assigned to.

I tried creating an 'Assignment' rule that looks at Category and Subcategory and if the caller_id.email contains a specific company name, it works if the 'Assignment Lookup Rule' is disabled.  But if it is left active, after submission of the Incident record the Assignment Lookup Rule takes precedence and my 'Assignment' rule doesn't change the Assignment Group from what is specified in the 'Assignment Lookup Rule'.  Any ideas on how this can be achieved?

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Thank you,

-Wesley

8 REPLIES 8

Hi Gunner,

In your situation, were you able to get the Assignment rule to execute and replace what was entered by the Assignment Lookup Rule?  If so, I was thinking then maybe the Assignment rule script area could blank out the Assignment Group and the replace with the correct group/team.  In your other article, you talked about changing a value that allowed the Assignment rule to execute which may be my problem.

Otherwise, to your proposed solution and 'creativethinker' I would create another field on the table, pass in the trailing email address name then validate if it meets my condition.  I am assuming with a business rule?

-Wesley

Hi Wesley, 

We aren't currently using Assignment Rules, only Data Lookup Definitions because the Assignment Rules didn't run actively on the forms.  Theoretically, it looks like you should be able to make "Run on Insert" and "Run on Update" false so that the Lookups only ran on form change and then your Assignment Lookup Rule would take over after the form was submitted.  (I think that is what you are trying to do.)  Those settings are on the Data Lookup Definition Table.  

Ct111
Tera Sage

Hi Wesley ,

 

Can you create any new field , and on click of that you can clear Assignment Group value , and give a condition that  if  the new field is checked  and caller.email_id  contains  @acme-widgets.com then set the Assignment Group  to the new value you want. 

 

Reason : I gave the option of the new field is because there has to be some point or field that has to turn around the situiation of Assignment group , as both won't work simulatenously.

 

 

PLease mark my answer as Correct  if it served your purpose . 

Wesley Breshear
Tera Expert

Never figured out a way to assign based off the email of the user.  So we created another Catagory option with the company name (=email address) at the end of the option.  Subcategory was duplicate as well and set conditional based on parent category.  So, it is working by just using an additional category option for the other users with a different email address.  Grant it is not automatic and the user needs to make sure to select the category that fits them or matches their email address basically.  Like the following

Category:

Oracle

Oracle (acme-widgets.com) 

 

-Wesley