Idea assignment based on category
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‎06-30-2023 02:23 AM
I am trying to figure out how I can make an assignment rule (or similar) so I can auto assign ideas to a specific assignment group based on the category of the idea.
I have limited the number of categories a user can select to 1.
I can see that the selected category is not stored on the idea directly, and it is not possible to get the category in flow designer or as a condition in an assignment rule.
The goal is to have some automation that does this:
-user creates idea and select "ServiceNow platform" as category.
- Servicenow auto assign this idea to the "ServiceNow Idea Management" assignment group
- the group can now process the idea.
- Labels:
-
Demand Management
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‎06-30-2023 02:59 AM
so where does the category come from?
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
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‎08-25-2023 12:17 PM
I would be interested in knowing how you are addressing the assignment group / assigned to as from what I can find, Ideas do not have them. Are you customizing that?
We have similar situation where there is more than 1 idea manager and diff categories and even diff ideas need to be assigned to a person to further investigate before we disposition it or promote the idea. In a large corp it isn't good to just assume people are owning that without being assigned!
Thanks for any info!
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‎01-28-2025 12:19 PM
We also restricted the category to allow only one on Ideas. I had a similar requirement but instead of assignment, we wanted to auto create the task from and Idea based on a specific category. I found the table im_m2m_idea_category which is created for each of the ideas. I am doing a look up for the record on that table that references my idea to verify the Category.