Dynamic Service Request Assignment

I found two threads in the KB that pertain to my question:

https://solutions.teamdynamix.com/TDClient/Forums/Questions/Details?ID=111371

https://solutions.teamdynamix.com/TDClient/Forums/Questions/Details?ID=110915

Is dynamic service request assignment possible in the current version of TeamDynamix?

Asked by Scott Cory on Mon 7/15/19 11:03 AM
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Answer (1)

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Mark Sayers Mon 7/15/19 11:54 AM

Hello Scott,

Can you describe the scenario in which you would be wanting to have this kind of dynamic assignment?

TeamDynamix doesn't strictly provide this kind of assignment, but if you could describe your use case we might be able to advise a method to achieve that end.

Sincerely,
Mark Sayers
TD Support

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We have a form for a specific service that many departments use. Depending on what department requests the specific service, we want to route the service request to the specific group that supports their department.

e.g.
"Dept. A" submits a request for "Pancakes". The service request routes to "Dept. A Pancake Support".
"Dept. B" submits a request for "Pancakes". The service request routes to "Dept. B Pancake Support".
- Scott Cory Mon 7/15/19 12:09 PM
You could potentially build in a workflow that looks for the Acct/Dept of the requestor and then if the condition is met, it goes to an approval step for that department. If not met, it goes to the next condition for the next possible Acct/Dept, and so on until all of the Accts/Depts that might use that request are accounted for. Then whomever you want to be a fallback can be assigned to the ticket as a whole to make sure someone is working on it. - Mark Sayers Mon 7/15/19 12:31 PM