Set-up an Auto Allocation Rule

Set-up an Auto Allocation Rule

Auto-Allocation helps you to assign the collection items/ tasks in automatically to the users:

  1. From home page, go to "Auto-Allocation".
  2. Click +NEW (bottom right corner) to create a new auto-allocation rule.
  3. Under Configuration, give label name to the rule.
  4. Select Module as Collection or Task.
  5. According the selection, you will choose Collection or Activity to apply the rule.
  6. The target module will be auto selected as Users.
  7. Username will be selected in Allocation based on field.
  8. Under Mapping, Select the target and source fields. The item will be assigned on the basis of field matching.
  9. Under Criteria, choose either Direct or Round Robin in Assignment Algorithm.
  10. Select the roles on which the rule will be executed.
  11. Click Add Criteria, select field as Created Date and operator as any time field. 
  12. Click submit to Submit the auto-allocation rule.




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