How to auto populate "Assign to" field present on the task record

sola2
Tera Contributor

Need to auto populate the "Assign to" field present on the task record to the person who approved the ticket. Do es anyone have any ideas on how to do it?

8 REPLIES 8

@sola2 Here are the steps, which you need to follow.

Step 1: Scroll to the bottom and select Show related fields

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Step2: Select Approval for >> Task Fields

Screenshot 2024-02-06 at 10.25.50 PM.png

Step3: Select Task type

Screenshot 2024-02-06 at 10.26.58 PM.png

 

Please mark the answer correct if it addresses your issue.

Thank you! I have created the business rule as instructed but the task is not been assigned. This is for a custom sctask so I wonder if there might be something affecting it.

@sola2 Ideally, this should work regardless of the fact if it is for a custom sctask. Could you please share a snapshot of your business rule here.

I added an extra condition for it to work only when the catalog task item is the specified one but I tested it with and without it and still not working.

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