Assigning a Workflow Task to a Group only

John H1
Tera Guru

I want to be able to assign a workflow task to an Assignment Group. I've had hit and miss results when I configure to only the assignment group. Am I missing something?

1 ACCEPTED SOLUTION

John H1
Tera Guru

Found a business rule that our deployment partner that was auto populating these fields.

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7 REPLIES 7

SwarnadeepNandy
Mega Sage

Hi John,

 

Do you mean to create tasks using workflow?

You can use the "Create Record" activity to create any record, so you can create record in any task table and create your task.

While configuring the activity, you will be able to configure and set assignment group value.

 

Best Regards,

Swarnadeep Nandy

sushantmalsure
Mega Sage
Mega Sage

Share more details please.

What do you mean by workflow task and how are you trying to set AG

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
Regards,Sushant Malsure

John H1
Tera Guru

We have a task created in workflow and we want only assign this task to a Fulfillment group.

When I just assign the Fulfillment Group and not the Assigned To the task does not always gets assigned to the group it assigns the task to an individual in that group. I want to assign to the group so someone in that group can pick up the task.

JohnH1_0-1680617121263.png

 

Can you try this?

1. check out the workflow and open this activity

2. Set 'Task value from' to 'values'

3. and then add Assignment Group = <Your desired Assignment group>

if you want you can add more field from sc_task that needs to be set as part of this activity like 'short description' etc,,

 

Finally publish the workflow and test again.

let us know results to help you further

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.
Regards,Sushant Malsure