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.

• 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 ...

• Assignment Rules

  Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules

• Assignment Rules

  Assign records to appropriate users using Assignment Rules Help guide Setting up Assignment Rules

• 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 ...

• 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 ...