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Routing submission to the appropriate group.

Nataliia_Lova
Tera Guru

Hello, Community.
I'm working on a Scoped Application where the Finance Request table was extended from Task. One of the requirements is routing a new record producer's submission to the appropriate group. I'm looking for a no-cod or low-cod solution for this ability. Should I adjust this requirement via Flow Designer or some other feature.

Screenshot 2024-01-11 at 13.30.52.png

1 ACCEPTED SOLUTION

Nataliia_Lova
Tera Guru
I've managed it by creating a Business Rule.

View solution in original post

3 REPLIES 3

JaeggerLegane
Kilo Sage

Hello NataliiaLove,

If you want no code, I would recommend to try one of the following:
1. Assignment rules (filter navigator -> Assignment)
2. Link a template to the record producer and add the assignment group in that template (open the record producer -> generated record data tab)

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Nataliia_Lova
Tera Guru
I've managed it by creating a Business Rule.