Can I trigger assignment rules for records that are created manually? | Zoho CRM FAQ

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:
  1. Are imported directly to the Leads, Contacts, Accounts, Deals, Cases, Tasks, or any custom modules
  2. Enter any of those modules through webforms
  3. Enter CRM from third-party applications through APIs

Here's a quick guide on how to set up assignment rules.
  1. Go to Setup > Automation > Assignment Rules.
  2. Click Create Assignment Rules.
  3. In the Create Assignment Rule pop-up, choose the module and provide a rule name and description.
  4. Click Next.
  5. Assign the record to either Category or User matching certain conditions.
  6. In Would you like to check user availability before assigning? check Yes or No.
  7. In Followup Task, select Add Task, if required.
  8. Click Save Rule Entry.

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                                                                            • 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 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 ...
                                                                            • 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 ...
                                                                            • 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 Leads, Applications, Contacts, and Deals can benefit ...
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