AdvoLogix Help

What are Assignment Rule Sets?

Updated

Assignment Rules automate and simplify the process of assigning new Matters (or other record types) to those members of your team with specific ownership responsibilities. Rules are grouped into Rule Sets and managed as a collection of mutually exclusive assignment criteria. 

What's an example use case for assignment rules?

A typical use case for an Assignment Rule Set would allow an organization to easily automate the business process stages to match their Matter workflow. As changes occur, progress flags and ownership responsibility can be automatically assessed and moved to the next phase.

When are assignment rules used?

Assignment Rule Sets may be automatically evaluated when a Matter is changed or added. In addition, these rules may optionally be evaluated on-demand (by an end user) while in context with a Matter. When the assignment changes a Matter assignee, you may choose to automatically notify the user using one of your organization's existing email templates.

What are the key terms I should understand?

Assignment Rule Set

An Assignment Rule Set is a group of Assignment Rules that collectively perform an assignment based on the defined criteria for the rule set.

Assignment Rule

Assignment Rules consist of a list of fields the rule should assign a value to (Assignment) and conditioned (Criteria) used to determine when the assignments should take place.

Assignment

Assignments can be one of three types: 

  1. Record Owner 
  2. Record User
  3. Field Value

Criteria

Criteria is used to define when the rule assignment should be made.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Previous Article AdvoLogix Setup: Legal Hold
Next Article How do I create or edit an Assignment Rule Set?
Still need help? Click here!
AdvoLogix® is a registered trademark of AdvoLogix.com LLC a Texas Limited Liability Company. All references to other trademarks belonging to third parties that appear on this website, documentation, or other materials shall be understood to refer to those registered trademarks owned by others, and not to any trademark belonging to AdvoLogix. Otherwise, all material herein is the copyright of AdvoLogix.com LLC. All Rights Reserved.