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Once you create new Get from Pool Assignment rules, add actions to the Work Item:

Note

Attention: This step is required for all after task create transition actions for queues/workflows where you want Advanced Task Assignment.

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Go to Administration > List Domains > Transition Actions.

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Select New Transition Actions to add a new action to Transition Actions.

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Adding a new action to Transition Actions

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In Details, provide the preferred information for a new action. For more information about the flow, viewBuilding a Workflow > Transitions.

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In Actions:

a. Select Add, and then add the following actions (using Search tab > Name).

  • Set Priority by Skills

  • Set Work Item SLA Dates by Skill

  • Set Work Item SLA Dates by Skill Expedited

  • Set Work Item SLA Due Date by Skill

  • Set Work Item SLA Due Date by Skill Expedited

  • Set Work Item Skill

Tip

Tip: You may need to add more actions according to your firm preferences.

b. Once you add preferred actions, select Add in the upper-right corner.

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Info

Information: Once you add skills, assign those skills to the appropriate user.
For more information about skills view Part 5: Assigning Get From Pool Assignment rules to a user manually. For more information about actions, view Part 4: Actions for Work Item.

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