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set assignment group in workorders

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Klaus Mitter
Valued Contributor.

set assignment group in workorders

Hi everybody,

when a new workorder is created the assignment group of the creator should be filled automatically.
Is that possible with UI rules ?
Whats going on, when the creator is member of several groups ?

Thanks
Klaus
3 REPLIES
Mark O'Loughlin
Acclaimed Contributor.

Re: set assignment group in workorders

Hi Klaus,

that might be tricky. I have some Ui Rules that set the workgroup assigment based on the Classification or category of the call where we have predefined workgroups

e.g. If the Category of Account Admin is chosen the workgroup is set to the account admin workgroup.

We have this primarily set up to deal with service calls
George M. Meneg
Acclaimed Contributor.
Solution

Re: set assignment group in workorders

Hell Klaus,

It can be done but it can be tricky since a person can belong to more than one workgroups.

We've overcome this by using the custom worgroup field on person's record. We've named it to Primary Group (a user can belong to more than one groups but can have only one Primary).

Using this it is trivial to create a UI rule to fill the group automatically.
menes fhtagn
Klaus Mitter
Valued Contributor.

Re: set assignment group in workorders

Hi Mark and George,

thanks for the quick response.

So I was right, that there is no build-in mechanism for this issue.

George, I have implemented your suggestion and it works fine.

Thanks again for your help.

regards
Klaus