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Set assignment group default in Unique certification for Certificate Management

faisal_waryum
Tera Expert

Hi Everyone 

 

I am trying to do the following:
Setting the Assignment Group on the Unique Certificate to <Level 3 - Operations>:

Do i do this via a flow or can i do it by making the default value in the configure dictionary of the field ? 

In the instance i am working in the assignment group field for Cert Management has been labelled as 'Change Group' and when going to the label part of configure dictionary there is many entries and i do not want to make this change for everything only for the unique certification part of Cert Management. 

 

Thanks

2 REPLIES 2

Karen Singleton
Tera Contributor

Have you figured this out? 

SyamPrasanM
Tera Expert

Hi @faisal_waryum 

I Hope this explanation is useful to your requirement,

We can use the Business rule and workflow,

 

 if you want to set the Assignment Group for a specific condition (like for the Unique Certificate in Cert Management) without affecting other instances of the Assignment Group field

 

Use a Business Rule

A business rule can be created to set the Assignment Group based on specific conditions. Here’s how you can do it:

  1. Navigate to Business Rules: Go to System Definition > Business Rules.

  2. Create a New Business Rule: Click on "New".

  3. Configure the Business Rule:

    • Name: Give it a descriptive name (e.g., "Set Assignment Group for Unique Certificate").
    • Table: Select the relevant table for Cert Management.// your table name
    • When: Choose "Before" or "After" based on when you want the Assignment Group to be set.
    • Condition: Add a condition to check if the record is for a Unique
    • Certificate.current.assignment_group = 'sys_id_of_Level_3_Operations';
  4. Active: Ensure the business rule is active.

  5. Save: Save the business rule.

Best Regards,

Mule Syam,

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