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

cicgordy
Tera Guru

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

1 ACCEPTED SOLUTION

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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7 REPLIES 7

Hello @cicgordy 

Glad that it helped you.

Yes, you can use this BR for all catalog tasks by removing the Item related condition. 

If my answer has helped with your question, please mark it as helpful and give it a thumbs up!

Regards,

Shubham

Hi @Shubham_Shinde , what I meant is different task from the same catalog item, eg. I have task 1-2-3-4-5-6 and  I want to have same assigned to person only for 2-4 and 6

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