Configure assignment group types

Use the Type field to define categories of groups. Once defined, you can use these categories to filter assignment groups based on the group type using a reference qualifier.

For example, when selecting an assignment group from the Incident form, Type can be used to filter groups based on whether they’re typically involved in the Incident management process. Groups such as Network or Help Desk are displayed as they’re typically involved. Groups such as HR or New York are omitted.

The following items are provided in the base system.

• The types catalog, itil, and survey.
• The reference qualifier on [task.assignment_group] filters on [Type] [equals] [itil].
• A reference qualifier named GetGroupFilter is available to filter for group types using Create a dynamic filter option.

Note:

Dictionary overrides enable administrators to filter a group type on an extended table using a simple reference qualifier override.

Add a group type

You can add additional group types to filter assignment groups for tasks.

Before you begin

Role required: admin

About this task

You may need to configure the form to display the Type field. For more information see: Personalize a form

Procedure

1. Navigate to All > User Administration > Groups.
2. Select a group record.
3. Select the lock icon beside Type.
4. Select the lookup icon beside the selection field.
   The Group Types dialog opens.
5. Complete the following steps.
   1. Select New.
   2. Enter the group type name and description.
      For example, to define a type for a group as incident and problem, enter: incident,problem.
      Select Submit.
   The Group form reopens with the new type listed.
6. Optional: Add additional group types if needed.
7. Select Update.

Assign a group type

You can assign group types to filter assignment groups for tasks.

Before you begin

Role required: admin

Procedure

1. Navigate to All > User Administration > Groups and select the desired group.
2. Select the lock icon beside Type.
3. Select the lookup icon beside the selection field and select one or more group types.
   Note:

   Because the default behavior of task.assignment_group is to filter out groups with group types defined, adding a type to a group filters it out of the Assignment Group field on tasks. To change the behavior, set up the reference qualifier.
4. Select Update.