Automation: Assign to Another User or Group

Last Updated: January 21, 2021

This action is used to let you pass on the cases assigned for your approval to another user or group, after meeting the set rules and condition in the configuration.

CREATE A FORM

We need to create a normal form.

- Leave Type
- Start Date
- Length of Leave
- Reason

CONFIGURING THE AUTOMATION

1. RULE TRIGGERS:

- On Status Assigned

2. CONFIGURATION

- RULES (Configure your own rules)

Example:
Leave Type = Sick Leave

- ACTION (Assign to Another User or Group)



Let us say your process has five lanes:

- Requests
- Automation (the automation will trigger right away after submitting the case request)
- Supervisor Approval
- HR Processing
- Completed

Upon submitting the case that has Sick Leave as Leave Type, the case will be assigned to the defined user/s without being routed to the assigned approver of the ticket. But if the leave type contains data other than Sick Leave, it will be routed to the usual assigned approver of the case.

RELATED ARTICLE(S):

Configuring the Automation Layer

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Updated on: 20/08/2021