How to group "Assignment Groups" for Reporting

Ryan S
Kilo Sage

We have assignment groups set up in a hierarchy (currently up to 3 levels deep). I want to report on groups of Assignment Groups that don't align to this hierarchy. For example:

Parent Group A

- Child Group A.1

- Child Group A.2

Parent Group B

- Child Group B.1

- Child Group B.2

Group C

Group D

How can I create a group that called "MyGroup1" that includes, for example, groups A.1, B.1, C? If I do this, is there a way to make a catch-all group for everything else?

5 REPLIES 5

We had the same issue with Group Types.  We had to have the developers create an ACL to allow pa_admin to modify the Group Type field on the Group record as well as allow us to create new Group Types.  Once we had the access worked out, everything else worked wonderfully.