Adding members of a group as a Collaborator for a case

shalini44
Tera Expert

Hi all, 

I am looking to add members of a certain group to be added as collaborators for a particular HR Service. Is there an easier way to add a group of users to be the collaborators? OOB the only option is to add one user at a time to be a collaborator on the case form. It does not allow us to add a group?

Thanks for any suggestions!
Shalini

3 REPLIES 3

Rob Sestito
Mega Sage

Hello Shalini,

I would say one way you could do this is by creating a Business Rule to control when and how this would take place.

For example (similar to the Add HR supervisors to watch list business rule that I believe is OOTB):

Probably a Before BR

find_real_file.png

  • Of course, give it a name
  • Check off Advanced
  • Pick which HR Service you want this to happen with
  • Update and Insert = True
  • Create your script to handle adding a collaborator group

I don't necessarily have time to try to create a script for this right now, but hopefully this gets your in the right direction to do so.

Thanks,

~Rob

 

shalini44
Tera Expert

Thanks for suggestion Rob!

We decided to use daily scheduled job to add collaborators.

No problem at all Shalini - best of luck!!

Take care!

~Rob