FAQs in this section
What are Assignment Rules?
When are Assignment Rules triggered?
Are Assignment Rules available for the Organizations module?
Are Assignment Rules available in the Sales Starter edition?
What are the different assignment modes available in Vtiger CRM?
How does the Round Robin assignment mode work?
How does the Least Loaded assignment mode work?
Can all users define or configure an Assignment Rule?
How do I configure an Assignment Rule?
Why can't I add a member to an assignment rule?
Are Assignment Rules affected by the user type?
Can I configure a round robin assignment for groups?
How can I configure the Round Robin assignment between groups?
Can I have roles instead of users as a part of a group in an assignment rule?
Will the records created through RSForms trigger an Assignment Rule?
Will an Assignment Rule work if an assignment is made using workflows?
Is Assignment Rules supported for Business Hours?
How do I remove a group from an Assignment Rule?
How can I remove a member from an Assignment Rule?
Are there any conditions that must be satisfied for assignment rules to work?
Table of Contents
Yes, certain conditions must be satisfied for assignment rules to work,
Primarily, the module in which you create a record must have an assignment rule configured.
Next, you need to set up conditions for particular modules — the CRM checks for these conditions during the automated assignment process.
Have a look at them:
- A lead record is assigned to a group.
- A contact record is assigned to a group.
- An opportunity record is assigned to a group AND 'Sales Stage' is not Closed Won or Closed Lost.
- A task record is assigned to a group.
- A case is assigned to a group AND 'Assigned To' is empty AND 'Status' is not Closed.
- An internal ticket record is assigned to a group AND 'Assigned To' is empty AND 'Status' is not Closed.
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