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Assignment groups enable administrators to create a group of users that cases can be assigned to. They can include a combination of permission groups, case roles, project roles, and specific users.
You can search, add, update, or remove assignment groups on the Assignment Groups workspace. You can also configure actions to automatically assign cases to an assignment group while editing or adding an action in a workflow.
See Assignment Groups and Action Assignment Rules for more information.
To access the Assignment Groups workspace, go to Setup > Users > Assignment Groups.
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To create a new Assignment Group:
Click the Add New link.
Complete the form fields:
Name: Enter a name.
Permission Groups: Select which permission groups will be in this assignment group.
Case Roles and Project Roles: Select which roles will be in this assignment group.
Specific User: Select which users will be in this assignment group.
Click Save to finish creating your new assignment group.
When you open the Assignment Groups workspace, Workflow displays a list of existing assignment groups.
Click the Edit button to edit the assignment group properties.
Select the Actions icon to execute the following actions:
Workflow provides a Filter feature that enables you to find specific data using queries. The available filter parameters depend on the workspace you are searching from. The Assignment Groups feature enables you to filter by these parameters:
For detailed information and more examples for creating simple and complex queries, see Search & Filter Data.