4 Replies Latest reply on Sep 12, 2017 1:39 PM by AnthonyDowns

    Variable Task Owner - Request Offerings

    AnthonyDowns Specialist

      Does anyone know if its possible to use a variable for task owner in the workflows of request offerings? There are a few occasions where i would like to automatically assign task to the service request owner.

        • 1. Re: Variable Task Owner - Request Offerings
          dcogny Expert

          Hi Anthony,

           

          Yes, you can assign the Owner using expressions:

           

          $(if Service == "SpecificService" then Owner else null)

           

          "Owner" will be populated  from the Service Request.

           

          Also make sure to have assigned the "TeamOwner" on the same way to make sure that it does not fails.

           

          Hope this helps.

           

          Daniel.

          Sent from my mobile, that explains the lack of pictures and the shortage on words... Grammar errors would still be inexcusable.

          • 2. Re: Variable Task Owner - Request Offerings
            AnthonyDowns Specialist

            Where are you assigning the expression at? This is what I'm trying to populate but it doesn't allow you type in the field.

            The next thing i tried was making and Initialization and Edit rules similar to this. This was a no-go as well.

            • 3. Re: Variable Task Owner - Request Offerings
              dcogny Expert

              Hi Anthony,

               

              I am sorry, I started using "Extended Tasks" pretty soon and kind off forgot that there is a "Standard Task" block:

              As you can see, the "Extended Task" is like a template, you can fill any field, there you can type the Expression (...) although I tried an expression like the one I used on my previous post and it failed :

              So I decided to try a different approach, I created an "If" block that will handle the logic and when true, the task would be created pointing to the owner and when a false an identical task would be created without an owner (here is up to you, the task can be different, or not create task at all...):

              How to assign it to Owner of Service Request:

               

               

              This would be the result in a case where "Borrow" was the option selected:

               

              Hope this workaround is good enough for you!

               

              Daniel.

              2 of 2 people found this helpful
              • 4. Re: Variable Task Owner - Request Offerings
                AnthonyDowns Specialist

                Very nice, thank you.