Jadu Dashboard: Configure Case Visibility through Assignment

How to Configure Case Assignment in Jadu Connect

To implement dynamic case assignment, you need to configure your Jadu Connect Case Type and Jadu Central Forms following the steps below.

Step 1: Modify Case Type to Unassign & Assign Users (Grant Visibility)

Update Case Form(s) in Jadu Connect

1. Open your Case Type in Jadu Connect.
2. Navigate to the Forms tab.
3. Add the Assign To - Email List field to all case forms that are tied to a status where assignment needs to occur. This field will hold the email addresses of the users to be assigned.
4. Save your changes to the case form(s).

Update Case Rule(s) in Jadu Connect

1. Go to the Rules tab.
2. Create a New Rule
3. In the first When statement, set the field(s) as follows:
   • Trigger: Select Event from the dropdown
   • Event:  Select Case Created from the dropdown
4. Click the Or button to add another trigger.
5. In the second When statement, set the field(s) as follows:
   • Trigger: Select Case field changed from the dropdown
   • Case field:  Select Assign To - Email List from the dropdown
6. In the first Then statement, set the field(s) as follows:
   • Action: Select Remove all users memberships.
   • Important: This step is crucial. The subsequent action of assigning new users does not automatically clear out previously assigned users. Without this step, new assignments would simply add to existing ones, leading to incorrect visibility.
7. Click the And button under the Then statement to add another action.
8. In the second Then statement, set the field(s) as follows:
   • Action: Select Assign email list.
   • Email List: Select the Assign To - Email List field (the one you added in step 3).
   • User Config: Select Saml config from the dropdown options.
     
9. Click the Save button to save your rule.

Your saved rule should look like this:

Important: The following actions are NOT supported and may cause processes not to work as expected.

• Assign To User 
• Assign to User Groups

Step 2: Map Emails from Jadu Central to Jadu Connect

1. Open your form in Jadu Central.
2. Create a new Jadu Connect action template or update an existing one 
3. Map the email address or a comma-separated list of email addresses (from a logic or field) from your Jadu Central form to be populated into the Assign To - Email List field in your Jadu Connect case type. 

Important notes about mapping to the Assign To - Email Listfield:

• All email addresses mapped to the Assign To - Email List field MUST end with '@umn.edu'. Do not map campus-specific email addresses, as this could inadvertently result in the creation of duplicate Jadu Connect accounts.
• Verify that there are no trailing commas in the value being sent over to the Assign To - Email List field.

Related Articles:

Jadu Dashboard: How to View & Manually Update Current Assigned Users