I found a solution using a Dictionary Override on the Assigned To field. By overriding the Reference Qualifier, we can pass the current form's Assignment Group to a Script Include, retrieve the corresponding group members using GlideRecord, and restrict the Assigned To lookup to only those users. I'm attaching the reference script for reference. Is there any other way please suggest ?
Hello @PurnaChandM
Yes, using a Dictionary Override on the assigned_to field is a valid approach if this behavior is required only for your specific extended Task table.
Since assigned_to is inherited from the Task table, I would not modify the parent Task dictionary entry unless you want the change to affect multiple Task-based tables. A Dictionary Override is safer because it limits the reference qualifier change to only that table.
The recommended approach would be:
Create a Dictionary Override for assigned_to on the required table
Override the Reference Qualifier
Use an Advanced Reference Qualifier with a Script Include
In the Script Include, query sys_user_grmember using the current assignment_group
Return only active users who are members of that group
I would also suggest adding an onChange Client Script on assignment_group to clear assigned_to when the group changes. Otherwise, an old assignee may remain even after the assignment group is changed.
For better data integrity, you can also add a before Business Rule to validate that the selected assigned_to user belongs to the selected assignment_group. The reference qualifier controls the lookup, but backend validation is useful because client-side filtering can still be bypassed through imports, APIs, scripts, or list edits.
Other options like Client Script alone, Assignment Rules, or ACLs are not ideal for this requirement. Client Scripts are only UI-side, Assignment Rules are for auto-assignment, and ACLs are for security, not lookup filtering.
So, the best supportable design is:
Dictionary Override + Advanced Reference Qualifier + Script Include
Optional Client Script to clear Assigned To when Assignment Group changes
Optional Business Rule for backend validation
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Thank you!
TejaswiniY
