Auto-Allocating Resources to Playbooks

Auto-allocation enables you to automatically allocate the most suitable resource pool member to a playbook record. Only members of the resource pool that has the same role as the playbook can be automatically allocated to the record. If a resource is already allocated to the playbook, you can replace that resource using auto-allocation. The newly allocated resource will also automatically become the owner of the playbook record they are allocated to.

To automatically allocate resources to records, on the Playbook Owner tab of the record, click Auto-Allocate. The following is updated with the details of the allocated resource:

• The Allocated Resources table in the Playbook Owner tab of the record
• The Playbook Owner field in the Details tab of the record

No resource will be automatically allocated to the playbook record if:

• No resource pool has the same role as the record
• The resource pool has no members