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Automating "Assign to Owner"


Kate Sandall
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Hi - I'm trying to create a process that works from the Portal to be used by our engineers to log a specific task, which then automatically categorises, assigns team and owner, updates and resolves with no further action. I have everything working except the assignment to owner - I effectively want the owner to be the Customer (as that will be engineer name) but can't figure out how to make that happen. Any ideas would be welcome.

Many thanks

Kate

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@Kate Sandall

We use the 'Assign to Request Creator' node in our BPM to attempt to assign the request to the person who created it. We then check it has been assigned after the node before carrying on with the BPM. If it has not been assigned for some reason when then either assign it to a team or use the Auto Assign/Round Robin process.

Cheers

Martyn

 

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