Let's imagine the case where we`ve got one service Server support. This service is bound with the resource category Server. Category Server is divided into Linux server and Windows server. In this article we will configure the assignment of request for incident to a certain team according to the category of the resource. For example, configure the automatic assignment of the request with the resource category Linux server to a team Linux Support team. To do this we will create the assignment policy and rules by which this assignment will take place.

Before we start to create the assignment policy and its' rules, we need to create two conditions. First if the resorce categoty is Linux support, the request will be assigned to a team "Linux support." Second if the category is Windows suport, the request will be assigned to a team " Windows support."

Let's create the conditions

The Generic Conditions are located on the Rules page. Click Rules from the left menu and select Generic Conditions. Click the Create button.

On the form that opens, do the following:

1. Enter the condition name.
2. Select the model Request.
3. In the Type field, select Expression.
4. You can describe the condition as an expression in the Python programming language.
   

Using the same logic, create the second condition.

Creating the assignment policies

Now when the conditions are ready, we can proceed to the assignment policies and rules. 

The Assignment policies are located on the Rules page. Click Rules from the left menu and select Assignment policies and click the Create button.

On the form that opens, do the following:

1. Enter the policy name.
2. Select the model Request.
3. To create assignment policy rules, click Rules. This will save the created policy.
4. Click Create to create a rule.

We will create 2 rules using the preconfigured conditions.

1. On the rule form, enter the rule name.
2. Select the type - Team. The assignment also can be submitted to a Team Leader, Team Member or Team Task Manager. When creating a team, we can specify the employee for a position of Team Leader, Team Member or Team Task Manager.

3. In the Team field, select the team for assignment. In our case, the team - Linux support team.
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4. In the Conditions field select the preconfigured condition Assign to Linux support team. Save the rule.

Using the same logic, create the second rule.

Test the Created Policy
To check the assignment policy, click Test on the policy form.

On the form that opens:

1. In the Policy field, select the created assignment policy.
2. In the Object ID field, select the object on which to test the policy. In our case this is a request that was created by the administrator.
3. Click Test.

At the bottom of the window, you can see the overall result of testing (the Result Get and Result Convert fields).

Below you can see an Assign Debug Log. It displays the result of testing each rule of the policy.

Set Up Automatic Assignment

Now let's set up the automatic request assignment. Make sure that the following module is installed:

• Generic Request (Actions) - this module allows to perform automatic actions when the request navigate along the route.

Click Requests in the main menu on the left. Then click Configuration -> Types -> Request for Incident -> Actions.

On the actions page, click Create and fill out the form:

1. Enter the action name.
2. In the Events field, select the Request Events / Created.
   
3. Select the type of action - Assignment.
4. Click the Assign tab, select the Policy Assign Type. Next to the Assign policy field select the created assignment policy.
5. Click Save.

Now when the automatic assignment is configured, a certain team will be immediately assigned for the Request for Incident according to resource category.