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How are Assignment Rule Sets invoked?

Updated

Invoking a Rule Set implies the rules within the Rule Set will be applied to an existing record. Assignment Rule Sets may be invoked in a variety of ways.

Using the Assignment Button from a Page Layout

The Matter, Account and Contact page layouts have a Process Assignment button. This action allows a specific Rule Set to be applied to the underlying record while viewing the record from its page layout.

Using the Assignment Button from the List View

The Matter, Account, and Contact lists have a Process Assignment button. This action allows a specific Rule Set to be applied to selected records from the list.

Using Process Builder

The most common way to implement Rule Set invocation is via Process Builder. Process Builder allows the invocation of a rule set to be fine tuned to your organization's specific requirements.

Assignments made via Process Builder are asynchronous and may take up to two minutes to process.

Using Apex

An Apex method is available for creating your own custom trigger, button or other invocation methods that are not provided by AdvoLogix.

The criterion within a Rule Set are applied to a single base object record at a time. The criterion are evaluated from the top to the bottom (of the list of rules). As soon as a rule's criterion evaluate to a true condition, further rule evaluation stops and the assignment is made for the true rule. Subsequent rules are not evaluated.

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