How to run a Report of List View of HR Cases including the previous Assignment Group

[KD Sheridan]

What's the best way to run a report or list view of HR Cases that includes both the current Assignment Group as well as the previous Assignment Group? I'm not seeing a specific field in our instance. Any and all feedback is welcomed! 

[Wessel van Enk · Accepted solution]

Hi @KD Sheridan ,

Out of the box there is no possibility to do so on HR case level.
All changes are stored in the audit table as case history.

You could run a report on the audit table and look for HR cases, but still, there is no field that indicates the previous assignment group. It will just be multiple record in the audit table assigned a new value to the assignment group field. 

I think if you want to make this ''easy'', you can create a custom field on the HR case table that stores the previous assignment group when the assignment group changes. That way, you can also add it into a list view on the HR case table. 

[Wessel van Enk · Accepted solution]

Hi @KD Sheridan ,

Out of the box there is no possibility to do so on HR case level.
All changes are stored in the audit table as case history.

You could run a report on the audit table and look for HR cases, but still, there is no field that indicates the previous assignment group. It will just be multiple record in the audit table assigned a new value to the assignment group field. 

I think if you want to make this ''easy'', you can create a custom field on the HR case table that stores the previous assignment group when the assignment group changes. That way, you can also add it into a list view on the HR case table. 

[Shraddha Kadam · Accepted solution]

Hello @KD Sheridan,

I had the same requirement and I agree with @Wessel van Enk there's no direct solution, but we can create a custom field to map the previous group using a business rule, which would then allow us to generate a report.

If my response was helpful, please mark it as correct and helpful.

Thank you

[Shraddha Kadam]

@KD Sheridan ,

If my response was helpful, please mark it as correct and helpful.

Thank you

[Bhavesh Bijagar]

hi @KD Sheridan,

If your requirement is to capture historical data, generate a metric and report on that, then below article will help you through. i.e. How many times cases were assigned to a particular group, how much time it spent in each group, etc.

Though the article refers to Incident but is applicable to any table that extends task table, i.e. HR Case tables are no exceptions

How to Create a Historical Report Based on Assignment Group Changes on the Incident Table