Limit the ability to assign non-US resources to clients that have the US Resources Only check box

[Community Alums]

we have on our Company table a US Resources only.  what is the best way to limit the ability to assign a incident or change to someone that is not a US resource?  I was thinking a business rule but might need to be a bit more creative as we would have to verify that the assigned user is in the US.

Thoughts?

[SwarnadeepNandy]

Hello @Community Alums,

One way to limit the assignment is to use assignment rules. Assignment rules are conditions that determine how incidents or changes are assigned to users or groups based on certain criteria, such as location, category, priority, or configuration item. You can create assignment rules that check the location of the assigned user and compare it with the location of the company or the requester. If the location does not match, you can either reject the assignment or reassign it to another user or group.

Another way to limit the assignment is to use data policies. Data policies are rules that enforce data consistency and accuracy by validating the values of fields on a form or a list. You can create data policies that validate the location of the assigned user and display an error message or prevent saving if the location does not match the expected value. You can also use data policies to make certain fields mandatory, read-only, or hidden based on the location of the assigned user.

A third way to limit the assignment is to use UI policies. UI policies are scripts that dynamically change information on a form. You can create UI policies that filter the choices of users or groups based on their location. For example, you can use a UI policy script to filter the assigned_to field by location using the g_filter_option method. You can also use UI policies to show or hide fields, sections, or buttons based on the location of the assigned user.

Hope this helps.

Kind Regards,

Swarnadeep Nandy