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Overview
Automatic assignment is a quick way to assign a resource or a production team when the criteria match a preset. After setting up, it’s available from task assignment pages, as well as during the order creation.
Setting up
From Manager > Price lists & Workflow templates > Automatic assignment configuration (1 - 3).
Click “Add automatic assignment” (4) at the bottom.
This will add a row where the criteria can be selected. For the system to assign the resource, all selected criteria must be met.
The only mandatory fields are “Task” and “Default resource to be assigned” or “Default production team to be assigned”.
After filling out the criteria for the automatic assignment (5), choose the production team or resource you want to be automatically assigned (6). Then, click the “Save” icon (7).
In the example above, the system will automatically assign Inês Antunes to all English > Portuguese Translation tasks from orders within the Sara Productions customer.
Applying automatic assignments
From Sales > Sales dashboard > Orders/Tasks tabs
Click “Apply automatic assignment” at the bottom of the page.
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This will be applied to all visible tasks in the current page. Change the range to narrow the scope down to the tasks you wish to automatically assign. |
A pop-up confirming the assignment will appear.
If multiple possible assignments are found, the dropdown menu will change to red and flag there are multiple options found. The “Assign” button will be disabled until a resource is selected.
After making a selection from the dropdown menu, click “Assign”.
From Sales > Sales dashboard > Tasks information
Open the Tasks information page (8) and then “Apply automatic assignment” at the bottom (9).
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This will be applied to all visible tasks in the current page. Change the range to narrow the scope down to the tasks you wish to automatically assign. |
From Sales > Sales dashboard > Add new order
This can also be applied when creating an order (10). Simply turn “Apply automatic assignment” on (11).
This option can also be enabled by default from Administrator > Web administrator > Configuration > Defaults:
