Auto-assign a vendor

Assign a vendor automatically to a work order task after the appropriate group and template have been created.

Before you begin

Role required: wm_qualifier, wm_initiator_qualifier, or wm_admin

Procedure

  1. Navigate to User Administration > Groups and set up a group for your approved vendors.
    • If not done already, set up a group type called wm_vendor.
    • In the Type field, select wm_vendor.
    • In the Vendors field, select at least one vendor.
  2. Save the group.
  3. Navigate to Field Service > Catalog & Knowledge > Work Order Templates.
  4. Create a work order template with at least one task.
    • In the Dispatch group field for the task, select a dispatch group.
    • In the Assignment group field, select the group you created earlier.
  5. Save the template.
  6. Navigate to Field Service > Work Order > Create New.
  7. Create a new work order. In the Template field on the Work Order form, select the template that you created in step 4. When you are ready, click Ready for Qualification.
  8. Scroll down to the Work Order Tasks related list.
  9. Open the work order task that was just created.
    The Assigned to field automatically defaults to the manager of the vendor group.
    Note: If the vendor group does not have a manager, the Assigned to field is left blank.
  10. The manager can re-assign the task to anyone else in the group.