How to identify Assignment rules that has never been used/triggered

tengkuzul
Tera Contributor

Hi Everybody,

 

Context: We have thousands of Assignment rules/other rules. I am sure alot of them has never been been used or triggered and would like to remove them.

 

Is there any way to identify them?

 

Many thanks for any idea.

1 ACCEPTED SOLUTION

Paul Curwen
Giga Sage

That's a good idea and a needed feature, unfortunately i do not believe there is currently any way of doing this (as of Vancouver) as I don't believe an assignment rule log exists . You can individually inspect a record and tell which assignment rules was used:

 

1. History > List

2. From here, you can sort things by date/time and then look at the assignment rule field

 

Note: 

  • The assignment rule is the first rule that matches the table and conditions. If more than one assignment rule matches the conditions, only the rule with the lowest order value runs.

 

but that doesn't really help in this instance. Probably worth raising this as an Idea on the Support site 

***If Correct/Helpful please take time mark as Correct/Helpful. It is much appreciated.***

Regards

Paul

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2 REPLIES 2

Paul Curwen
Giga Sage

That's a good idea and a needed feature, unfortunately i do not believe there is currently any way of doing this (as of Vancouver) as I don't believe an assignment rule log exists . You can individually inspect a record and tell which assignment rules was used:

 

1. History > List

2. From here, you can sort things by date/time and then look at the assignment rule field

 

Note: 

  • The assignment rule is the first rule that matches the table and conditions. If more than one assignment rule matches the conditions, only the rule with the lowest order value runs.

 

but that doesn't really help in this instance. Probably worth raising this as an Idea on the Support site 

***If Correct/Helpful please take time mark as Correct/Helpful. It is much appreciated.***

Regards

Paul

tengkuzul
Tera Contributor

Thank you Paul