Choosing an assignee at run time
You can use business logic to determine which user or team receives an assignment in a case. By replacing hard-coded names with conditions that your application evaluates at run time, you can improve the flexibility of your cases.
- In the Explorer panel, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- Click an assignment in a process.
- In the Route to list, select Use business logic, and then click the Gear icon.
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Define the routing logic for the assignment.
- In the Action list, select a routing method.
- In the Value field, press the Down Arrow key, and then select the name of a user or work queue, based on the routing method that you select.
- In the Field list, select the name of a field in your data model.
- In the Comparator list, select a function.
-
In the Value field, enter a value that your application
compares with the field at run time.
For example, you can test whether a case is older than five days or has an urgency that this greater than fifty.
- Optional:
To define more conditions that apply to this routing method, click the
Add rowicon.
By default, your application selects a routing method only when all conditions return a true value. You can change this behavior by selecting different Boolean operators from the list that is displayed next to each condition in the When section.
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In the otherwise section, define a routing method to use when
no conditions return a true value.
- In the Action list, select a routing method.
- In the Value field, press the Down Arrow key and select the name of an operator or work queue, based on the routing method that you select.
- Click Submit.
- Optional:
To support complex business logic, click + Add condition, and
then repeat step 6.
At run time, your application selects the first routing method to meet its conditions.