Assignment of customer via workflow

[RyanMesser]

Hi,

Can you assign a customer using a workflow to set a customer manually? I realise you can do this in the request itself but I can't see anyway of doing it using a workflow.

Thanks

Ryan

[Steven Boardman]

Hi @RyanMesser thanks for the question

We don't currently have an option for this.  

I am interested to learn a little more about your requirement.  In most scenarios the customer is identified before a request is raised:

* Raised via Self Service - based on login 

* Raised via Email - based on matching email address (using progressive capture)

* Raised over the Phone - added by the logging analyst (using progressive capture)

Could you provide an example of where this capability would be useful for you?

There is already the ability to add additional interested parties via the Connections feature using the workflow and manual options

https://wiki.hornbill.com/index.php/Connections_Action_Item

https://wiki.hornbill.com/index.php/Service_Manager_Business_Process_Workflow#Request_Connections

Thanks

Steve