How to create a Q-assign User Attributes record automatically when you add a User to an Assignment Group?


Please find the process builder details below that automatically creates Q-assign User Attributes record for Assignment Group Member.

Process Builder

  1. Go to Setup | Process Builder | New
  2. Add Process Name, Description and set the trigger to start the process to when "A record changes" as shown below:

  3. Click Save.
  4. Set the object to 'QA Assignment Group Member' and specify when to start the process as shown below:

  5. Set the criteria to "No criteria—just execute the actions!" as shown below:

  6. Move to Immediate Actions and select the  "Q-assign User Attributes" for the Record Types. Please see the screenshot below:

  7. You can update multiple fields of "Q-assign User Attributes" based on your requirements. In the above example, we update the User Attributes Name with the Assignment Group member name and User lookup field of Q-assign User Attributes with the User ID of Group Member using the 'Field Reference' option as shown below:

  8. Now, Activate the Process Builder:


We added three Assignment Group Members in an assignment group as shown below:


And we got the following Q-assign User Attributes created for them through the process builder:


Please contact us at for any questions.

Was this information helpful?

The page cannot be found

The page you are looking for might have been removed, had its name changed, or is temporarily unavailable. Please make sure you spelled the page name correctly or use the search box.