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09-11-2020 01:30 AM
Hello,
There is an OOB automatic assignment of HR Case to a member of group who has the least task. But I notice that the case can be assigned to the same person who opened it.
Is there a way to prevent this?
Thanks so much. Appreciate all the help.
Solved! Go to Solution.
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09-11-2020 07:27 AM
Hi Evren,
I have adjusted the business rule and this is working for me with the default Matching rules:
(function executeRule(current, previous /*null when async*/) {
if (current.skip_auto_assign)
return; // assignment will be done via other means than this BR (e.g., workflow, manual)
// see "Matching Rules" menu item / module to configure assignment rules
var matchingRuleProcessor = new global.MatchingRuleProcessor();
var agents = matchingRuleProcessor.processAndGetCandidates(current, '2' ,'' ,'' ,true);
if (agents && agents.length > 0) {
current.assigned_to = agents[0];
if (agents[0]==current.opened_by && agents[1]){
current.assigned_to = agents[1];
}
else{
current.assigned_to = agents[0];
}
gs.addInfoMessage(gs.getMessage('{0} was assigned to {1}.', [current.number, current.getDisplayValue('assigned_to')]));
} else
gs.addInfoMessage(gs.getMessage('No agents meet the auto-assignment criteria for {0}', current.number));
})(current, previous);
Can you try one last time? It is looking at the opened by, if that is the Agent it was initially assigning, it will assign to the 2nd result if we have it, that is what you want right?
As a fallback, if no secondary agent is found, it will use the default assignment and assign that agent.
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09-11-2020 04:28 AM
Are you using skills? Otherwise we can set up a Matching rule for just getting the Agents in order of Least loaded and select the first one that is not the opened by.
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09-11-2020 06:48 AM
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09-11-2020 06:51 AM
Yes, no problem. Can you share a screenshot of the HR Case?
Do you want to use Skills or not? We can also just create a Matching rule based on the assignment group. Let me know 🙂
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09-11-2020 06:58 AM
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09-11-2020 07:04 AM
I'll just try the one that does not need to base on skills.