can we add a custom field like service department in forms in assystnet and write expression in Service Department while editing the Service, to assign the requests to that specific department which was selected in Form while creating requests
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SVD Selection based on Custom field in Forms
Best answer by DuncanK
Hi. Task routing can be done based on a number of things, including custom lookups (Single-Select Lookup fields). If you put a custom lookup on your form, you can use the dynamic task expression to route the task based on the client’s selection.
https://wiki.axiossystems.com/assyst11-6Wiki/index.php/Dynamic_Task_Expression
An example of this would be:
if($new.W(“SVD”).shortCode=”SD”, “SERVICE-DESK”,$NO_VALUE)
Where “SVD” is the shortcode of the field, and “SERVICE-DESK” is the shortcode of the SVD. The “SD” value here is the shortcode of the lookup value.
Once you have your dynamic expression, you can tell the Process Designer to use the value generated for the SVD assignment by adding $DYNAMIC_TASK_VALUE to the SVD expression.
Hope this helps.
Duncan
Hi. Task routing can be done based on a number of things, including custom lookups (Single-Select Lookup fields). If you put a custom lookup on your form, you can use the dynamic task expression to route the task based on the client’s selection.
https://wiki.axiossystems.com/assyst11-6Wiki/index.php/Dynamic_Task_Expression
An example of this would be:
if($new.W(“SVD”).shortCode=”SD”, “SERVICE-DESK”,$NO_VALUE)
Where “SVD” is the shortcode of the field, and “SERVICE-DESK” is the shortcode of the SVD. The “SD” value here is the shortcode of the lookup value.
Once you have your dynamic expression, you can tell the Process Designer to use the value generated for the SVD assignment by adding $DYNAMIC_TASK_VALUE to the SVD expression.
Hope this helps.
Duncan
+5DuncanK wrote:
Hi. Task routing can be done based on a number of things, including custom lookups (Single-Select Lookup fields). If you put a custom lookup on your form, you can use the dynamic task expression to route the task based on the client’s selection.
https://wiki.axiossystems.com/assyst11-6Wiki/index.php/Dynamic_Task_Expression
An example of this would be:
if($new.W(“SVD”).shortCode=”SD”, “SERVICE-DESK”,$NO_VALUE)
Where “SVD” is the shortcode of the field, and “SERVICE-DESK” is the shortcode of the SVD. The “SD” value here is the shortcode of the lookup value.
Once you have your dynamic expression, you can tell the Process Designer to use the value generated for the SVD assignment by adding $DYNAMIC_TASK_VALUE to the SVD expression.
Hope this helps.
Duncan
Hi Duncan,
I was wondering how to adapt your logic above to only create a “new Normal task” within a specific Stage of a Workflow (let’s call that stage “DISABLE_STAGE”), when the value of a custom field (using a custom lookup) is equal to a specific value.
For example, if custom field “DEVICE-TYPE” = “MOBILE”, the dynamic task would trigger… If not equal to “MOBILE” (let say “EXT_DRIVE”, “COMPUTER” or “OTHER”), then there wouldn’t be any dynamic task created, and the stage would be simply skipped…
I was trying to do something like that in our sandbox, but I can’t have it to work …
thanks in advance for any advice !
Sc
Hi.
All of the information required to do this should be contained in the wiki page that I quoted previously. From what you are describing, all you’d need to do is create the stage in the workflow with one task in it, then define the dynamic expression in the task. The syntax of the expression would be the same:
if($new.W(“DEVICE-TYPE”).shortCode = “MOBILE ”, “SVD”, $NO_VAUE)
If the expression evaluates to $NO_VALUE (i.e. if the device type shortcode is not MOBILE), then the task is not generated.
Make sure to use the $DYNAMIC_TASK_VALUE in the SVD expression, to tell the task where to go if the condition is met.
If no tasks are generated in a stage, the workflow will move on to the next stage.
Hope this helps.
Duncan
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