Set Assignment groups based on location

[Priya155]

Hi all,

My requirement is on “sc_task” form, when record gets created then based on location of “Requested for” I need to set the Assignment group.

I tried to achieve this as below:

Get location of “Requested for” in a field say “u_location_of_requested_for” and then create an Assignment rule ( System  policy --> Assignment)

If u_location_of_requested_for = L1 then Assignment Group = AG1

If u_location_of_requested_for = L2 then Assignment Group = AG2

Please guide me, is this correct way to achieve this?

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I got “Requested for” and Requested for’s location on “sc_task” form. Which are reference fields.

 

Now I tried to get “Location” in a customize field “u_location_of_requested_for” using client script (on submit) OR  Business rule (Insert) but value is not getting set.

Please help ,How can I achieve this?

Thanks,

Priya

[Prateek kumar · Accepted solution]

Why do you need another field?

Create your assignment rule as

CatalogTask.request>requested_for>Location-- is L1-- Assignment group is AG1

[Priya155]

Thanks Prateek for reply.

In Assignment rule, i selected in Applies to--> Conditions  as 

"CatalogTask.request>requested_for>Location"

but its not allowing me to set value of location as L1.

[Prateek kumar]

You dont have to dot-walk into location fields.

Just stop at Location and select your required location

[Priya155]

Thanks Prateek for reply.

When Assignment rules fired?

Like in this case only when record get submitted in "sc_task"?