YetiForce Automatic Assignment

The functionality can be configured in Software configuration → Permissions → Autoassign records

Configuration

The following settings blocks are available in the panel:  

• • Basic data - functionalities, i.e. selecting the module and the place where the functionality is enabled;
  • Conditions for the record - setting the conditions that the record must meet in order for it to be automatically assigned;
  • Users to be assigned - including the default option when none of the set users meets the availability criteria;
  • Conditions for user selection - which constitute the basis for the selection of previously selected users. There are currently two selection methods available: Load Balanced, Round Robin.

Description

In the first section of the settings there are three places where automatic assignment process can be started.

• Available workflow

Selecting this option will make it available in workflow actions, which will enable e.g. automatic assignment of already existing entries.

• Active - before save 

The option activates automatic record assignment only for newly created records, i.e. before their creation.

• Available in GUI 

This option allows you to manually assign a record. If all the conditions are met, i.e. the criteria set for the record and the permission to the automatic assignment action has been granted in the profile of a given user, the manual assignment button will appear on the record preview.

  Once you click the button you will see a popup with properly sorted users who can be assigned to the records.