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]

Yes. Please mark my responses as correct and helpful as applicable

[Priya155]

Thanks prateek.

[Allen Andreas]

Yes, as Prateek said...you'd use assignment rule for this. There's already an OOB solution.

Please mark reply as Helpful, if applicable. Thanks!

[Allen Andreas]

To further add, you would want to use the applies to section to determine WHEN you want to do this...like...for what catalog tasks. All? Or just maybe some that are from a certain catalog item? You would set that there.

In the script section (you may need to check/turn on the advanced tab)...in the script you would use:

if (current.u_location_of_requested_for == 'sys_id_of_loc_1') {
current.assignment_group = 'sys_id_of_assignment_group_1';
} else if(current.u_location_of_requested_for == 'sys_id_of_loc_2') {
current.assignment_group = 'sys_id_of_assignment_group_2';
}

The above is just an example and assuming that the u_location_of_requested_for is filled in on record creation.

[Jaspal Singh]

Hi Priya,

Try using below business rule that runs before insert/update sc_task table. Since you are using Requested For's information there is not need for it to be stored in additional field.

(function executeRule(current, previous /*null when async*/) {

	var getloc=current.request_item.request.requested_for.location;
	if(getloc=='sys_id_of_location1')
		{
			current.assignment_group='sys_id_ofAssignmentgroup1';
		}
	else if(getloc=='sys_id_of_location2')
		{
			current.request_item.request.requested_for.location
		}
	
	current.update();
})(current, previous);