How To Create Group Rules

Creating a group rule is similar to creating a user rule, with the addition of a list of the groups that you (as the logged-in user) manage. Examples of group rules include:

Assigning tasks from a particular customer to a member of the group
Ensuring an even distribution of task assignments to members of a group by using round-robin assignment
Ensuring that high-priority tasks are routed to the least busy member of a group

Group rules do the following actions:

Assign to member via—You can specify a criterion to determine which member of the group gets the assignment. This dynamic assignment criterion can include round-robin assignment, assignment to the least busy group member, or assignment to the most productive group member. You can also add your custom functions for allocating tasks to users in a group.
Assign to—As with user rules, you can assign tasks to subordinates or groups you directly manage.
Take no action—As with user rules, you can create a rule with a condition that prevents a more generic rule from being executed.

To create a group rule:

Click the Preferences link
Click the Other Rules tab.
Select Group from the list.
Enter a group name and click the Search icon, or enter a group name.

The Identity Browser opens for you to find and select a group.
Select the group name under the Group Rules node and click Add New Rule, as shown in Figure 32-38.

Figure 32-38 Creating a Group Rule

Description of "Figure 32-38 Creating a Group Rule"
Provide group rule information and click Save.
- Provide a name for the rule.
- Browse for task types to which the rule applies.
- Provide rule execution dates.
- In the TASKS area, add rule conditions.
- In the ACTION area, select the actions to be taken (or none) (Assign to member via, Assign to, or Take no action), as shown in Figure 32-38.
The new rule appears under the Group Rules node.