Rule to assign dependent on author

Fiona Fletcher February 14, 2024

I have a workflow project which I have set up to have a rule so that when it's assigned for approval, it automatically sets the assignee. 

But when the usual approver is the author, I want to route the issue to someone else for approval. 

I've looked at workflow properties, but I can't figure out how I can do this. 

I don't want to have to buy an addon as there are only a few instances where this is needed. 

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Martin Bayer _MoroSystems_ s_r_o__
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February 14, 2024

Hi @Fiona Fletcher how do you assign usual approver as the assignee? Are you using automation or postfunction?

Fiona Fletcher February 14, 2024

Via the UI, I've just used the edit workflow to add a rule, to perform the action to assign to this person.

 

Martin Bayer _MoroSystems_ s_r_o__
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 14, 2024

Hi @Fiona Fletcher I think you will need to remove the Rule in your workflow and you can try using Automation. I tried to set up something like this. I think you will need something similar:

Screenshot 2024-02-14 at 20.56.16.pngScreenshot 2024-02-14 at 20.56.24.png

Fiona Fletcher February 19, 2024

@Martin Bayer _MoroSystems_ s_r_o__  Thank you - I have set that up now.

Martin Bayer _MoroSystems_ s_r_o__
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 22, 2024

Hi @Fiona Fletcher nice, did it work as you expected?

Fiona Fletcher February 26, 2024
Martin Bayer _MoroSystems_ s_r_o__
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 27, 2024

Ok, could you accept the answer, please?

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