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Add Resource to Team Members via Custom Action

Morning all,

I'd like to add a resource to Team Members in a Request by using a Custom Action.

Can anyone offer any guidance on how to achieve this?

Thanks

Martin Jubb Answered

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Hi Martin,

This is how you can do it:

I hope this helps.

Roland

Roland Pumputis 0 votes
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Morning Roland,

Thanks for your response.  This solution works fine when i set it up at the Case level but doesn't work when I set it up at the Request level, which is where it will be part of a CA that carried out more actions.

To work around this I've created it as a Case CA but have ticked "Hide if user doesn't have run permissions" and set evaluation criteria of $EntityType = 'EnhancementRequest'

Would you take the same approach?

Cheers

Martin Jubb 0 votes
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Hi Martin,

I don't see an issue with this approach.

Best regards,

Roland

Roland Pumputis 0 votes
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Hi Roland,

I've just figured out what was wrong.  It's nothing to do with whether this CA is at the Case or Request level.  I wasn't being added as a Team Member as I had forgotten that I'm a member of the Requestor team and the running order of the actions in the CA was to add me as a team member and then to remove anyone that is a member of that group!

I've changed the running order and it works as expected now.

Cheers

Martin Jubb 0 votes
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