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.

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Setting up

From Manager > Price lists & Workflow templates > Automatic assignment configuration (1 - 3).

Click “Add automatic assignment” (4) at the bottom.

Open

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).

Applying automatic assignments

From Sales > Sales dashboard > Orders/Tasks tabs

Click “Apply automatic assignment” at the bottom of the page.

A pop-up confirming the assignment will appear.

If multiple possible Resources and/or Teams 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).

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: