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Assignment: Automatically remove users once users have left organisation

Good afternoon,

We have a lot of "outstanding" Assignments that have not been completed by employees, who have now subsequently left the organisation.

Of course we can manually remove the users from the Assignments once they leave: but is there a way to automate this?

The employee object has its own workflow that triggers an 'archive' on the date they leave the organisation.

Using this action as the basis, how can I also make the Assignment automatically remove them from "Assigned To" on Assignment if not completed by them?

Mnay thanks,

Patrick.

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  • I believe this should be technically possible but may require some custom development. For instance, a workflow action that searches for the assignments of the user and removes them when the Employee object moves to the archive state. I can't directly think of a way to do this without coding the logic yourself.

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  • I believe this should be technically possible but may require some custom development. For instance, a workflow action that searches for the assignments of the user and removes them when the Employee object moves to the archive state. I can't directly think of a way to do this without coding the logic yourself.

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