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 

I’m not entirely sure about your use case, but based on roles, the assignment workflow isn’t a good fit. End users often don’t have roles, and many users have more than one role. Therefore, we need to rethink the requirements.

[sanyalshubh]

Hi @Dr Atul G- LNG its a catalog item .. record producer..

[Dr Atul G- LNG · Accepted solution]

Hi @sanyalshubh 

It is either, the question is why role based ? Let say you created a record via catalog item, and you have 70 roles assigned, now on which basis system will pick the assignemnt.

[sanyalshubh]

I agree.. but this is what our business needs it.. and I asked the same but they want it to implemented.. I tried the below code provided and it worked.. but thanks for your help