FAQs on Assignment rules - Post your questions

Dear All,

Greetings!

Assignment rules benefit organizations with effortless queue management capabilities. To bring more clarity on assignment rules, we are constantly publishing FAQs in our knowledge base. To ease the navigation across these FAQs further, we have now consolidated all questions into a single article.

We hope the following FAQs will help you to understand the assignment rules better.

1. Which modules can assignment rules be created for?

2. Can assignment rules be triggered for selected records only?

3. Can I trigger assignment rules for records that are created manually?

4. What will happen to new records which do not meet the criteria for any of the assignment rules?

5. Can I assign records based on shift hours using assignment rules?

6. A user is unable to create assignment rules for the Contacts module even with permission to create assignment rules. What should I do?

7. A user is unable to set assignment rules. What should I do?

8. Is it possible to rearrange the rule entries?

9. What will happen to new records which do not meet the criteria for any of the assignment rules?

10. What is the order of execution when all the automation rules are configured?

11. Can assignment rules be triggered for records created using workflow rules?

Kindly go through the above FAQs and let us know if you have further questions on assignment rules. We'd be happy to join the discussion and add them to our question bank.

Also, refer to our use case that explores the application of assignment rules in the travel and tourism industry.

Thanks and Have a good one!

Kind Regards,

Saranya Balasubramanian

Zoho CRM - User Education

Topic Participants
Saranya Balasubramanian

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