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Businesw rules updates assignment group with catalog item variables choices

MalikB
Tera Contributor

Create a Business Rule for the generated task(don't know if its task or request because assignment group field exist only in the request) that checks that if the selected tool is "Microsoft Teams" and the urgency is "High", the task is automatically assigned to another group that you will create under the name "MS Teams Support". is there a way to do it without scripting too?

4 REPLIES 4

Mark Manders
Mega Patron

Use assignment rules.

But your question is confusing. You start with ' create a business rule '. What is the actual requirement. 'Create a BR'  is a solution, not a requirement. Who told you to create a BR for this? 

It also is kind of weird that your requirement is this little specific. "don't know if its task or request" makes it not easy to assist. What needs to be assigned? Either the people giving you the requirement weren't clear on this and you should ask them the questions, or you forgot to ask the questions in the first place.

 

When I read this, I am assuming that you have a 'MS Teams' catalog item that creates a Request, with a Requested Item and a Catalog task? You will have the 'cat_item'  field on the table(s) or can dotwalk to it. So your assignment rule should be a lookup to the cat_item field and if that is 'Microsoft Teams' assign to MS Teams Support.

 

If for some reason the assignment rule isn't working, use the Flow Designer with the same conditions.

 

Last question: what do you mean 'assignment group' is not on task? It's a field on every table that is extended from Task.


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Mark

the assignments was to create an catalog item first named "needs description" in the catalog service catalog already existing, so in that catalog item i added many variables two of thoses variables are justification a many line text type and urgency as select box type, i was asked to create a Business Rule for the generated task that checks that if the selected variables collaborative tools is "Microsoft Teams" and the urgency is "High", the task is automatically assigned to another group "MS Teams Support". hope its clear for you now ands that you can help

to answer your question actually i dont see the field in task form its only appeared in the request or the RITM task tab like in the screen

Mark Manders
Mega Patron

Your second screenshot is literally showing that the field is on the table. It's just not on the form. 

With that, the assumption is you need to assign the sc_task to the group (so I would put the field on the form as well). How is this all handled? Do you have a workflow for the task creation, or the flow designer? You could try it through a BR, but I would just do it from task creation. Find the variable and set the group, based on it through the flow or workflow.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark