Defining assignment rules

The instance can automatically assign a task to a user or group based on pre-defined conditions by using data lookup rules and assignment rules.

• Assignment rules module
  The Assignment rules module allows you to automatically set a value in the assigned_to and assignment_group fields when a set of conditions occurs.
• Data lookup rules
  Data lookup rules offer a generic way to change any field value, not just assignment fields.
• Precedence between data lookup, assignment, and business rules
  Scripts, assignment rules, business rules, workflows, escalations, and engines all take effect in relation to a database operation, such as insert or update. In many cases, the order of these events is important.
• Workflow assignments
  An alternative to creating data lookup or assignment rules is to create one or more workflow tasks that assign a task record as part of a workflow.
• Baseline assignment rules example
  A baseline instance contains certain assignment rules.
• Create an assignment rule
  Automatically assign a record according to one or more conditions in an assignment rule. Assignment rules are designed to run at the time you open a record.
• Create an assignment data lookup rule
  Automatically assign a record using Data Lookup and Record Matching.