Is there a way to prevent hr case to assign to the person who opened it?

Evren Yamin
Tera Contributor

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.

1 ACCEPTED SOLUTION

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.

View solution in original post

20 REPLIES 20

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.

I tried putting HR Systems skills on the other member of the group but the output is still the same. 

I'm just using the OOB auto assignment and I think it's based on skills. Can you help me do the matching rule? 

Thank you so much for the help.

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 🙂

find_real_file.png

I'll just try the one that does not need to base on skills.