Preparing for the auto-assignment process

To begin the auto-assignment process, identify the following types of forms:

• Assignee form—Contains data about people or groups to whom you want to assign requests. This form is the source form that holds information for the request form.
  A single process can have multiple assignee forms.
• Request form—Is used to assign a request. An example might be a Help Desk form to which Support representatives are assigned tickets. This is the target form that receives information from the assignee form.

To prepare for the auto-assignment process

1. Create an assignee form.
   You can also use the User form that is installed with .
2. On the assignee form, create the fields listed in Adding-fields-to-the-assignee-and-request-forms.
   Hide the fields that you do not want users to see.
3. On the request form, create the fields listed in Adding-fields-to-the-assignee-and-request-forms.
   Hide the fields that you do not want users to see.

Where to go from here

Adding-assignee-and-request-forms