Records can be automatically assigned based on the value of a pulldown field. For example:
- Tickets for product A go to Support Engineer 1, tickets for product B to Support Engineer 2
- Bugs go to Developer 1 to be fixed, enhancements go to the Development Manager for review
This is done using the State Manager option in the Projects section. First, select the desired Pulldown field for the Based On property.
Then, set the State Managers for each value in the Pulldown field.
For detailed steps for setting it up, check out this Knowledge Base article or the video below.