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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? Are there any conditions that must be satisfied for assignment rules to work? Can I configure a round robin assignment for groups? How can I configure the Round Robin assignment between groups? 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?

Can I have roles instead of users as a part of a group in an assignment rule?

Yes, you can add roles to a group. This is how it will work.

Create a master group that is made of multiple groups containing roles and users as members. When you create an assignment rule for the master group, then all members (roles) in the group are considered for the assignment.

For example, if Group 2 and Role 1 are Group 1’s members, then the members of Group 2 (P, Q, R) and Role 1 (X, Y, Z) become members of Group 1 (P, Q, R, X, Y, Z).

FAQs in this section

Can I have roles instead of users as a part of a group in an assignment rule?

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