How to auto assign a catalog task to the same person in also subsequent catalog tasks?

cicgordy · ‎02-09-2023

Hi all,

If I assign a catalog task to someone with the "assigned to field", how can I automatically reassign subsequent catalog tasks to the same person??

Thanks

Shubham_Shinde · ‎02-10-2023

Hello @cicgordy ,

In that case if you want to have same assigned to for some of your predefined tasks then you can add query based on Short Description field in the script which will get only those tasks and update them.
For ex. taskGr.addQuery("short_description","IN","Provide requested service,Assess or Scope Task");
This will select the tasks with short description "Provide requested service" or "Assess or Scope Task".

However, if you are using manual task creation with random short description each time then this might not work for you, as there's no other field on Task record to distinguish it.

Regards,

Shubham

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mattystern · ‎02-09-2023

Hi cicgordy,

I would suggest just CTR+Clicking or CTR+Shift+Down Arrow to select records from the list view on the RITM:

Single record selected:

Multiple records:

Shows how many records updated:

You could also do this via business rule, but this would have a much larger effect on the requests.

cicgordy · ‎02-09-2023

Hi @mattystern ,

That is the manual way. I needed to do that automatically

Shubham_Shinde · ‎02-09-2023

Hello @cicgordy ,

You can create a Business Rule on sc_task table with conditions to run when the assigned_to changes and for any particular catalog item if you want to run it for, and in script you can just query the sc_task table for the same request item record as of the current one and then set the assigned_to field value of all of them to current.assigned_to.
Please find below snapshots for your reference:

Mark this comment as helpful/correct if it helps you!
Regards,

Shubham

cicgordy · ‎02-10-2023

Hi @Shubham_Shinde ,

Thanks a lot, that's really helpful. Can this be done only for certain tasks and not for all?

What should I edit in the condition/script to make that happen?

Thanks