Crowd Partner Dispatching Workflow

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In a Nutshell

This document descirbes how the partner dispatching workflow looks like and how to customize the workflow based on your own needs.

Crowd Partner Dispatching Workflow

Generally, the partner dispatching workflow looks as below:

Customize Partner Dispatching Workflow

When dispatching an assignment to a partner, the following steps are mandatory, and dedicate API and business event are provided for each step:

  1. Crowd owner confirms partner dispatching
  2. Crowd owner notifies partner dispatching
  3. Partner manager accepts assignment
  4. Partner manager releases assignment to technician

You can customize the workflow based on your own business scenario. In case you don’t want to manually perform certain mandatory steps, you can use the business rule or partner dispatching API to automate those steps.

The mandatory steps listed above are executed independently. If extra steps are required except for those mandatory ones, you can use the business rule to listen to those business events and trigger extra steps via business rule action.

Those mandatory steps can be executed via business rule that can be downloaded from Configure Single Tenant Crowd or partner dispatching API.

Example business rules

Business Rule Code Corresponding Mandatory Step
CROWD_CONFIRM_ASSIGNMENT Crowd owner confirms partner dispatching
CROWD_NOTIFY_PARTNER Crowd owner notifies partner dispatching
CROWD_ACCEPT_ASSIGNMENT Partner manager accepts assignment
CROWD_PARTNER_RELEASE Partner manager releases assignment to technician

Those rules require client secret to execute the action. Please first create two Clients. The one needs to be assigned Crowd Owner user group. The other one is assigned Partner Admin user group as described in How to create clients:

Please remember the secrets of both clients. The secrets are required in the example business rules.

Business Rule Code Required Client
CROWD_CONFIRM_ASSIGNMENT Client with Crowd Owner user group
CROWD_NOTIFY_PARTNER Client with Crowd Owner user group
CROWD_ACCEPT_ASSIGNMENT Client with Partner Admin user group
CROWD_PARTNER_RELEASE Client with Partner Admin user group

Fill in your own Client Id and Client Secret when you activate the example rules.