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Enable Workflow Auto Assignment

The Auto Assignment tab on the Workflow Template Detail page allows you to specify how CA SDM automatically assigns workflow tasks to groups.

Note: For details about the auto assignment processing logic, see the Administration Guide.

Note: The Options Manager autoasg_override option controls the circumstances under which auto assignment takes place. If the value of this option is set to 1 (default), CA SDM ignores any existing assignee and group settings and auto assigns tickets in all cases. If you want CA SDM to auto assign tickets only if they are not already assigned, set the option value to 0.

To enable workflow auto assignment

  1. On the Administration tab, browse to Service Desk, Change Orders, Categories.

    The Change Category List appears.

  2. Select the category to edit.

    The Category Detail page appears.

  3. Select the task's sequence number on the Workflow tab.

    The Workflow Template Detail page appears.

  4. Click Edit.

    The Update Workflow Template page appears.

  5. Select the Auto Assignment Enabled check box on the Auto Assignment tab.
  6. Click Update Groups on the Auto Assignment tab.

    The Group Search page appears.

  7. (Optional) Enter any filter values you wish to limit the list to the groups of interest.

    See Group Search Fields for field descriptions.

  8. Click Search.

    The Groups Assigned Update page appears.

  9. Select one or more groups in the Groups Available list and then click the arrow button to move them to the Groups Assigned list.
  10. Click OK.

    The Update Workflow Template page displays a pending update message.

  11. Click Save.

    Workflow auto assignment is enabled for the task.