Can assignment rules be triggered for selected records only? | Zoho CRM FAQ

Can assignment rules be triggered for selected records only?

Yes, assignment rules can be triggered for records based on specific criteria. Criteria are used to filter out specific records from all the incoming records. For example, Deals from California, Applications from the US, or Accounts in the IT industry. Criteria-based rules ensure that the rule will only be applied to records that satisfy the criteria, and other records will be ignored.

To set the criteria:
  1. Go to Setup > Automation > Assignment rules.
  2. Click Create Assignment Rule.
  3. In the Create Assignment Rule pop-up, choose the module and enter the Rule Name.
  4. Click Next.
  5. In Apply this rule to, click Records matching certain conditions and select the Field and Value.
  6. Assign the record to either Category or User matching certain conditions.
  7. In Would you like to check user availability before assigning? check Yes or No.
  8. In Follow-up Task, select Add Task, if required. 
  9. Click Save Rule Entry.

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