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How to auto populate Assign to field based on assignment group

kumaar
Tera Contributor

‎01-08-2025 12:28 AM

I have a requirement to auto populate the Assign to field based on Assignment group on HR Case form.

Assignment group i can change based on clients requirements but the problem is Assign to field.

How to do so?

 

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎01-08-2025 12:33 AM

Hi @kumaar 

 

Yes, you can do that, but if there are many members in a group, how will the system know which member to assign the task to? You can use Advanced Work Assignment to handle this.

 

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Abhishek_Thakur
Mega Sage
Mega Sage

‎01-08-2025 12:59 AM

Hello Kumar,

I agree with @Dr Atul G- LNG , you need to configure the advance work assignment. Follow the below link to understand how to implement AWA (Advance Work Assignment).

 

https://www.linkedin.com/posts/abhishek-thakur-4636a722b_advance-work-assignment-implementation-guid...

 

Please mark my solution as accepted and give thumbs up, if it helps you.

Regards,

Abhishek Thakur

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