Smart Default Assignee
Y
YES Integrations
Problem:
There is no way to set a specific member as the default assignee for a record.
Also, using the "Record Creator" option for a default assignee assigns the record creator to the record even when forbidden by a member filter on the Assigned To field.
Solution:
Allow setting a specific default assignee for a record
Jon Darbyshire
Great to hear your perspective, YES Integrations! I have a few more questions for you:
- Can you provide more details on how you envision the process of setting a specific default assignee for a record?
- What should happen if the default assignee is not available or leaves the organization?
- How should the system handle situations where the default assignee conflicts with the member filter on the 'Assigned To' field?
Y
YES Integrations
Jon Darbyshire
- selected in the default section of the field settings
- the default assignee should become blank
- assignees blocked via the members filter should not be able to be set as default. Setting the default as current user should result in a blank assignee if the members filter excludes the current user