Create an assignment rule

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create an assignment rule and apply it to a compliance case type or request type by using the Compliance Case Management application. By using an assignment rule, you can determine the appropriate person or group to handle a compliance case.

    Vorbereitungen

    Role required: sn_compliance_case_admin

    Warum und wann dieser Vorgang ausgeführt wird

    You can create an assignment rule to assign the case or request to a user or group by the pre-defined conditions.

    Prozedur

    1. To define assignment rule for a case type, navigate to All > Compliance Case Management > Case types.
    2. To define assignment rule for a request type, navigate to All > Compliance Case Management > Request types.
    3. Open a case or request type from the list.
    4. On the case type or request type form, select Assignment Rules.
    5. Select New.
    6. On the form, fill in the fields.
      For a description of the field values on the Assignment Rule form, see Assignment Rule form.
    7. Select Submit.