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Version: 7.x

Auto assign records

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This addon available in our Marketplace - Buy YetiForce YetiForce Automatic Assignment

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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.
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The mechanism works only for users who have automatic record assignment enabled. It does not apply to the default option.

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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.

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

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