Create a Report for an Assignment group
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50m ago
Hello all,
There is a requirement asked from my customer and below is the one:
He want us to create a report, like for an Incident if the Assignment group changes to 'Helpdesk' from some other group and if the reassignment count for Helpdesk is equal or more than 2, then we need show case them in the report.
So, I told him that, it can be done, but it is not advisable as it needs some scripting by glide recording Audit table and this causes system performance issues.
So, I just raised the question here, to check if there is any feasibility to achieve this?
Will the Performance ANalytics works here? If so, how?
Regards,
Lucky
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37m ago
Yes, this is achievable, but not through standard reporting alone because you need to analyze assignment group history.
Instead of querying the audit tables directly in reports, consider capturing assignment group changes in a custom field using a Business Rule or Flow. For example:
- Increment a counter whenever the Assignment Group changes to "Helpdesk".
- Store the count on the Incident record.
- Create a standard report filtering incidents where the Helpdesk assignment count is >= 2.
Performance Analytics can visualize and trend the data, but it does not natively calculate assignment group transition counts from audit history. Maintaining a counter field is typically a more efficient and scalable approach than repeatedly reporting against the audit tables.
My recommendation: Avoid reporting directly from sys_audit or sys_history_line for this use case, especially in large environments. Storing the count on the Incident record is cleaner, performs better, and makes reporting straightforward.
Please mark this response as Helpful or Correct if it helped.
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35m ago
Hello Lakshmi,
Thanks for your response.
I understand this. But without creating any custom field, is it possible to achieve?
Regards,
Lucky
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14m ago
Please mark this response as Helpful or Correct if it helped.