Hide group from showing up as an available Assignment Group in Certain Tables

ESanchez013
Tera Expert

Hello:

I created a Group for the purpose of granting certain rights ("Roles") to users based on membership.

However, it is not a true Assignment Group that will be working incidents. Thus, it does not need to appear as an available Assignment group — honestly, anywhere, but I would settle for restricting by type of incident/table.

1 ACCEPTED SOLUTION

Allen Andreas
Administrator
Administrator

Hi,

What I normally do is use the "type" field on the group records to set a type such as: itil, or case, or hr, etc.

And then in those respective applications/tables, you'd set a dictionary override for the assignment group to only show type of itil, or type of case, etc.

This helps you scale as you move forward within your instance and only show specific groups where you want them to show. Any new group you create, you wouldn't have to worry about because their type wouldn't equal a value that would make it show in those respective areas.

It takes a small bit of work to get it all initially setup, but it's very useful going forward. Otherwise, you're trying to do things like before query business rules or wonky reference qualifiers where you keep editing them to say group is not 'x' and group is not 'y' or group is not one of 'x,y,z' and keep editing it over and over.

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

View solution in original post

2 REPLIES 2

Allen Andreas
Administrator
Administrator

Hi,

What I normally do is use the "type" field on the group records to set a type such as: itil, or case, or hr, etc.

And then in those respective applications/tables, you'd set a dictionary override for the assignment group to only show type of itil, or type of case, etc.

This helps you scale as you move forward within your instance and only show specific groups where you want them to show. Any new group you create, you wouldn't have to worry about because their type wouldn't equal a value that would make it show in those respective areas.

It takes a small bit of work to get it all initially setup, but it's very useful going forward. Otherwise, you're trying to do things like before query business rules or wonky reference qualifiers where you keep editing them to say group is not 'x' and group is not 'y' or group is not one of 'x,y,z' and keep editing it over and over.

Please mark reply as Helpful/Correct, if applicable. Thanks!


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

Thanks!

I was able to edit the form to view the "Type" field and created a new group type, which I added to my new group and it's no longer shown on the Assignment Group fields for ITIL tables.