How can I hide a user from the "assign to" choices ?

F_bio Santos
Kilo Sage

Hi everyone, I have been asked to remove a user from the "assign to" choices, in this case the users that open the records, shouldnt be abble to assign it to this certain user.

10 REPLIES 10

Swarup Patra
Kilo Guru


Sure, you can achieve this by creating a Data Lookup rule. Here are the steps:

1. Navigate to System Definition > Data Lookup Definitions.
2. Click on New to create a new Data Lookup Definition.
3. Fill in the fields:
- Name: Give a name to your Data Lookup Definition.
- Source table: Select the table where you want to apply this rule (for example, Incident [incident]).
- Match fields: Add a new row and select "Assigned to" in the Field column.
- Set fields: Add a new row and select "Assigned to" in the Field column.
4. In the Advanced section, add a script to exclude the specific user from the "Assigned to" field. Here is a sample script:

javascript
(function excludeUser() {
var userSysId = 'sys_id_of_the_user'; // Replace with the sys_id of the user you want to exclude
var assignedTo = current.assigned_to;
if (assignedTo == userSysId) {
current.assigned_to = '';
}
})();


5. Click on Submit to save the Data Lookup Definition.

Please note that you need to replace 'sys_id_of_the_user' with the actual sys_id of the user you want to exclude. You can find the sys_id of a user in the User [sys_user] table.

This script will remove the specific user from the "Assigned to" field whenever a record is created or updated. If you want to apply this rule only when a record is created, you can add a condition to check if the record is new:

javascript
if (current.isNewRecord() && assignedTo == userSysId) {
current.assigned_to = '';
}


Remember to test this in a sub-production instance before applying it to your production instance.


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