Question

How to dynamically assign task owner on ad hoc playbooks?

  • 23 August 2021
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How can I dynamically assign task ownership to a CSM’s manager when configuring tasks in a playbook? We have Manager as a User ID field on the User object and usually I can get to it when reporting off of the Company object, but I can’t find it when trying to assign the associated Manager to a playbook task.


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Userlevel 5
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Got it figured out ;) created a field on the company object for Manager lookup to user GSID then created a rule to load this field

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