I am trying to create a custom action that will allow my users "Claim a Task" by assigning themselves as the resource.
The rules are the task must have a specific required skill. The task must have no resources currently assigned. The user can only assign themselves.
Does anyone have an idea on how to do this? I am a novice (2 weeks) with Clarizen.
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Hi Josh,
Those are the high level steps:
1. Evaluation criteria: $ResourcesCount=0
2. Action - New Item - Resource :
- Work Item= CurrentObject()
- Resource= CurrentUser()
Please let me know if that worked.
Good luck!
Tamir
Hi Tamir,
Thanks for the advice. I managed to get it working.
I created a custom field with a toggle to trigger the workflow.