Idea assignment based on category

Jens Damhoej
Tera Contributor

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.

3 REPLIES 3

Ankur Bawiskar
Tera Patron
Tera Patron

@Jens Damhoej 

so where does the category come from?

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

Julie_T
Tera Contributor

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!

Joe74
Tera Contributor

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.