ASSIGN TASK TO A REPRESENTATIVE BASE ON TYPE OF REQUEST

[Achiever2023]

I have an app which takes in complain and request.

I want an automation to assign these complains or request base on the department that will resolve it and assign to the personnel on duty. below are the tables.

how do I go about it please?

BELOW IS THE TABLE I WANT AS OUTPUT, (auto assign the task base on user complain/request)

[Aurelien]

Hi @Achiever2023 

You need to set a match/making:

Here is my suggestion:

Table "department", with columns:

- id, type Text, initial value expression UNIQUEID(), show property off

- name, type name, property LABEL on.

Table "personnel", with columns:

- email, type email

- name, type name

- department, type Ref, source table "Department"

Table "complain", with columns:

- id, type Text, initial value expression UNIQUEID(), show property off

- department, type Ref, source table "department"

- personnel, type Ref, source table personnel, valid_id expression: 

[department].[Related Personnel]

and initial value expression:

ANY([department].[Related Personnel])

You don't need any automation there.

[Achiever2023]

Thank you for the quick response. The main table where the complain or request drop is below, it have an i.d, apologies i didn't include it in my first screenshot

[Aurelien]

Ok. Did you try my suggestion?

[Achiever2023]

Am on it, I will revert back soon

[Achiever2023]

I have created those tables and have set up the parameters as requested

Related personnels was created on its own, not part of the column for table department

Am stuck at below and dont what to do, 

[Achiever2023]

Error encountered

[Aurelien]

Hi @Achiever2023 

Did you set type Ref to column Department?

---

@Aurelien wrote:

Table "complain", with columns:

- id, type Text, initial value expression UNIQUEID(), show property off

- department, type Ref, source table "department"

---

[Achiever2023]

Yes I did, if you check the screenshot

[Aurelien]

In the table "Ticket", the column [department] ?

[Achiever2023]

yes, please

[Aurelien]

Hi @Achiever2023 

Can you share your screenshot again with no personal information? It has been removed from staff 🙂

[Achiever2023]

hahahaha,

Thanks Aurelien,

[Achiever2023]

What could be the issue?

[Aurelien]

Hi @Achiever2023 

I'm busy for a few hours, I will give it a try on my side and let you know asap!

[Achiever2023]

Oh yeah, my apologies.

Thanks in advance.

[Achiever2023]

Hi @Aurelien ,

Good Morning.

any update as at now?

[Aurelien · Accepted solution]

Hi @Achiever2023 

Sorry for answering that late.

I built an app to get exactly your point I realized I was missing the complaint/department matching part.

I built this: 

and I set these settings:

Eventually, I got this (small record of the result):

https://share.zight.com/BluqeJoj

[Achiever2023]

Thanks alot, really appreciate it