Hi all,
I’m exploring ways to streamline the process of assigning assets to specific locations when a status is applied. Right now, it seems like you have to create separate rules for each location.
Has anyone found a way to handle this more efficiently, such as using a custom field or another method, to assign assets to multiple locations with a single rule? I’d love to hear how others approach this.
Thanks in advance for any suggestions!
The current Rules engine logic does not allow for multiple location assignment within a single rule definition. You’ll need to create a rule for WHEN status or WHEN location meet your defined criteria.
The rules engine can be used accomplish this workflow through a couple of different methods and it’s all down to district preference and needs! You could assign assets to a location based on the Asset status depending on which trigger you intend for this action to occur on - most likely “When Updated” here. Or you could use a Custom Field, as mentioned, if there are extra data fields you all would need to match on.
An example rule could look something like this:
“
Triggers on 'Updated'
Status = In Repair
'Assign Location' Warehouse
Finally, don't process any further rules
“
Hello
You also have the ability to set rules for ‘on a schedule’ should you like to run these rules at a more specific date/time. You would just need to include and apply the ‘schedule’ filter to this rule type. I hope this helps.
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