Auto-Assignment Help!!

[sanyalshubh]

A user submits a request in Service Portal, and based on their role, the task needs to be automatically assigned to a specific user. For example, if the user has the "HR" role, the task should go to the HR team member.

[Sandeep Rajput · Accepted solution]

@sanyalshubh There are multiple ways to achieve this implementation.

1. Business rule: create an onAfter insert business rule on the hr task table and check the user's role and assign the task to appropriate group

2. Flow: Create a flow which triggers on the task creation, check the requestor's role and assign's the task to appropriate group

3. Assignment rule: Check the requestor role in assignment role script and assign the task

4. Catalog OnSubmit client script: Check the user role in the catalog client script and assign the task.

Hope this helps.

[Ravi Gaurav · Accepted solution]

So I am assuming @sanyalshubh if its a record producer.. then you can write a RP script..
current.assigned_to='SYSID of Assignment Group"

or Using Business Rule :-
if (userRoles.indexOf('hr') > -1)

{

current.assigned_to = 'sys_id_of_HR_user';

}

you can use the above logic.. Let me know if that helped you..

[Dr Atul G- LNG]

Hi @sanyalshubh 

Understood, but this code will be good if you want to check/validate a security role, if more than one role needs to be validated or any specific role then the code needs to change.

[Sandeep Rajput · Accepted solution]

@sanyalshubh There are multiple ways to achieve this implementation.

1. Business rule: create an onAfter insert business rule on the hr task table and check the user's role and assign the task to appropriate group

2. Flow: Create a flow which triggers on the task creation, check the requestor's role and assign's the task to appropriate group

3. Assignment rule: Check the requestor role in assignment role script and assign the task

4. Catalog OnSubmit client script: Check the user role in the catalog client script and assign the task.

Hope this helps.

[Ravi Gaurav · Accepted solution]

So I am assuming @sanyalshubh if its a record producer.. then you can write a RP script..
current.assigned_to='SYSID of Assignment Group"

or Using Business Rule :-
if (userRoles.indexOf('hr') > -1)

{

current.assigned_to = 'sys_id_of_HR_user';

}

you can use the above logic.. Let me know if that helped you..

[sanyalshubh]

Let me try @Ravi Gaurav 

[Ankur Bawiskar]

@sanyalshubh 

you can use HR assignment rules here and based on the HR service table set the Assigned to

If my response helped please mark it correct and close the thread so that it benefits future readers.