I am in the process of automating my company's onboarding and offboarding Service Catalog items. My main goal is to eliminate the need for me to watch over large amounts of tickets to see if the Service Catalog's tasks can be continued or not. Instead, I would like the tickets to be assigned to me when they can be worked, and then assigned to a general group during times where I am waiting on time to pass before the next tasks can be worked on. (More information on this below)
When we receive notice that someone is leaving our company, an email gets generated and sent to our Service Desk. From there, I fill out a Service Catalog item that contains a custom date field that we title "Departure Date
When it comes to the process/tasks of the offboarding service item, we have steps that need to be completed:
- As soon as the offboarding Service Catalog item is created.
- On the user's offboarding(departure) date (We term user's access at 4:00pm but I would be okay with the ticket appearing in my active tickets/tasks that entire day if necessary).
- The day after the user's offboarding(departure) date.
- 30 days after the user's offboarding(departure) date.
- 6 months after the user's offboarding(departure) date.
Ideally, I would like the Service Catalog/Ticket/Task to be assigned to me only when I have available tasks that need completing at that time. When we are waiting for the next set of steps, I would like the Service Catalog/Ticket/Task to be assigned to our Offboarding group so that it disappears from my individualized Service Desk ticket/task flow.
I have tried adding this automation to the Service Catalog item, but am unable to find where I can create/assign a task to switch the assignee based on a custom date-based field. I am unsure if this is just a feature not supported by Service Desk or if I am trying to use an unoptimized flow for our offboarding events. I know that the option for time-based automation exists within the Automation Rules section, but I want the ability to have individual tasks within a Service item to be tied to the time field requirements rather than creating separate Service Catalog items.
Any help would be appreciated!