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.


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training

                  Zoho SalesIQ Resources



                      Zoho TeamInbox Resources




                                Zoho DataPrep Resources

                                  Zoho DataPrep Demo

                                  Get a personalized demo or POC

                                  REGISTER NOW


                                    Design. Discuss. Deliver.

                                    Create visually engaging stories with Zoho Show.

                                    Get Started Now











                                                          • Related Articles

                                                          • FAQs on Assignment Rules

                                                            1. Which modules can assignment rules be created for? Zoho CRM allows admins and users with the relevant permission to create assignment rules for both standard and custom modules. The modules where records frequently enter the system in bulk such as ...
                                                          • Can assignment rules be triggered for records created using workflow rules?

                                                            No, you cannot apply assignment rules to records that are created through workflow rules. The assignment rules automation only applies to records that are imported or enter CRM through webforms or from third-party applications via APIs. There is an ...
                                                          • Can I trigger assignment rules for records that are created manually?

                                                            No, assignment rules cannot be triggered when records are created manually. They can only be triggered when records: Are imported directly to the Leads, Contacts, Accounts, Deals, Cases, Tasks, or any custom modules Enter any of those modules through ...
                                                          • What will happen to new records which do not meet the criteria for any of the assignment rules?

                                                            If a record does not match any of the criteria, it will be assigned to the default user. During the assignment rule configuration, the users, roles, groups to assign the records to are entered in Rule Entry. If you select multiple users, roles, or ...
                                                          • Setting Assignment Rules

                                                            A sales success is closely coupled with the everyday activities of the reps, such as - number of follow-ups, promptness in getting back to the customers, offering quick answers to their queries and responding to the support tickets. All these factors ...

                                                          Resources

                                                          Videos

                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                          eBooks

                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                          Webinars

                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                          CRM Tips

                                                          Make the most of Zoho CRM with these useful tips.



                                                            Zoho Show Resources