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How to assign Discrepancy to a role than routing to user

hsrithsrit Posts: 3
Hi All,

I want to assign the raised discrepancy to the role instead of the user.

When the discrepancy is raised I am unable to assign to the role as the drop down list shows the set of users created.

Please find the attached screenshot where list of roles has to be displayed instead of users.

Thank U in Advance




  • lindsay.stevenslindsay.stevens Posts: 404 ✭✭✭
    via Email
    Notes can only be assigned to users, or not assigned. When they are
    assigned, it has the advantage of being able to notify the user by email,
    and provides a column for filtering the notes table. It doesn't prevent
    other users interacting with the query.

    If you want the filtering functionality for roles, you could add some
    marker text or the role name to the note description, and search for that
    in the notes table.

    If you want the notifications functionality for roles, you could create a
    dummy account with an email address and assign notes to it, then make a
    forwarding rule on the email account to send to the desired distribution
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