Released Enhancements
Assignment Automation Geography Now Editable for Location-Optional Categories
When adding or editing an automatic assignment for a request category, the geography drop-down is now editable when the request category has location as optional.
The prior behavior disabled the geography field on assignment automations if the category was set to location optional. However, requests can still have a location even with the “location optional” setting and this validation caused problems when trying to remove or update the geography field for existing assignments.
Automations run in order from top to bottom, stopping after the first criteria were met and an action was taken. In other words, an assignment only happens once.
If multiple automations are set up for a category, then assignment automations should be ordered with the smallest limitation (such as smallest geography polygon) at the top of the list.
Due to this, if a category is set to location optional and a request is submitted without a location, then the first assignment automation in the list will always be used, as it meets the first listed criteria. A request category is set up with an assignment automation that does not include a geography, then all requests will be auto-assigned using that automation as it does not have the limitation of a geography area.
For example, the following behaviors will happen if a request is submitted into the Graffiti category (with the location optional enabled) with the assignments ordered as shown:
If a request is submitted without a location, it will be assigned to City Admin - District 1.
If a request is submitted with a location within the Clemmons District 1, it will be assigned to City Admin - District 1.
If a request is submitted within the larger Clemmons geography that is not within District 1, it will be submitted to the Department of Public Works Director
If a request is submitted outside of both Clemmons District 1 and Clemmons boundaries, then it will be assigned to the Parks Director.
As another example, if we rearrange the assignment automations for this same category and move the assignment without a geography criterion to the top of the list as shown below, then all requests will be assigned to the Parks Director. This setup negates the additional assignment automations in the list because the first one includes all of them.
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Previously, the user account was only created with the email address.
