My assignment rule is not getting applied to catalog task.

Apex Predator
Kilo Expert

I have a catalog item with a few fields. One of which is a select box called 'Problem Category'. I want to populate the assignment group of the task based on the problem category I select while creating the request.
This is my assignment rule.
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This is my assign to field:

find_real_file.png

 

This is my catalog task with empty assignment group:

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One think I noticed is, in the catalog task, when I save the form after I open it, it is assigning the group. 
But I need it to be assigned the first time I open it.
Any help or alternatives would be highly appreciated.
Thank you!

1 ACCEPTED SOLUTION

Assignment rules are the way to go. After a lot of trial and error, I was able to get my assignment rule to work. I just had to make the variable in my catalog item 'Global'.

View solution in original post

7 REPLIES 7

Ashutosh Munot1
Kilo Patron
Kilo Patron

Hi,

I think the first time it do not have a reference to variable and hence it is not working.


We usually set the assignment group from workflow or flow designer and not like this for catalog task.

Thanks,
Ashutosh

Can you tell me or share a link how I can achieve this using workflow?

You can check advanced checkbox in Task activity in workflow and within the script you can use something like I provided in my other response.

This is a solution but not the most ideal. I do not want to hard code the sys_ids nor do I want to invoke an extra database call. Thanks for the reply though. It certainly could have been a fall back strategy.