Auto Assign SE

The Auto assign SE snap-in automates the assignment of support engineers based on account field updates, ensuring efficient workload distribution and compliance with predefined conditions.

Features

• Trigger-based assignment: Listens for changes in selected account fields. When those fields reach certain values, the automation assigns a support engineer.

• Field validation: Checks for additional fields and conditions before making an assignment.

How to Use Auto Assign SE snap-in

1. In the Configuration tab, specify:

• Trigger Field: The account field to monitor for updates.

• Trigger Value: The value that activates the assignment process.

• Assign Field: The field where the selected support engineer will be assigned

• Support Engineer Group: The group to pick engineers from.

• Extra Fields and Conditions: Any additional fields and their required conditions.

2. Click Save to save your configuration.

3. Click the Install button to initiate the installation process.