Adding members of a group as a Collaborator for a case
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11-14-2018 02:34 PM
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
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11-15-2018 06:56 AM
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
- 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
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11-15-2018 01:43 PM
Thanks for suggestion Rob!
We decided to use daily scheduled job to add collaborators.

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11-15-2018 01:56 PM
No problem at all Shalini - best of luck!!
Take care!
~Rob