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Srinu
Preventing Assignment Rules executing upon case edit !!
Hello,
We recently created one record type and page layout for case object. Upon case creation we wanted to fire Active assignment rules and by selecting the "Assign using active assignment rules" optional check box we are able to acheive it. Case is getting created successfully and assgned to Queue.
But upon case EDIT also Assignment Rules are firing since we have selected 'Default' ceckbox for Assignment Rules on page layout level. That's the reason why AR are firing. We don't want AR firing upon case edit? What actions do I need to take to prevent this?
Any suggestions plz..
Thanks,
Srinu
We recently created one record type and page layout for case object. Upon case creation we wanted to fire Active assignment rules and by selecting the "Assign using active assignment rules" optional check box we are able to acheive it. Case is getting created successfully and assgned to Queue.
But upon case EDIT also Assignment Rules are firing since we have selected 'Default' ceckbox for Assignment Rules on page layout level. That's the reason why AR are firing. We don't want AR firing upon case edit? What actions do I need to take to prevent this?
Any suggestions plz..
Thanks,
Srinu
The below will resolve the issue but not sure whether we have any other option here.
As part of the Case creation change the records type id to a new record type and it gets assigned to new page layout which will not have AR checkbox selected.
This will resolve the issue but here we are creating on additional Record Type and Page Layout.
Please check if any other options available and take a call on the above solution.
Regards,
Mahesh
If you want to fire the assignement rule for record creation not record edit, you can acheive this by using before insert trigger. It is not possible to acheive this in configuration level.
Use below sample code and implement your logic.
Thanks,
Vijay
You can follow these steps.
1. Enable "Assign using active assignment rules" checkbox on page layout and remove it from the layout. It ensures assignment rules are always fired on case creation.
2. Create a custom checkbox field on case object like "StopAssignmentRule__c" and put default value as ''checked". Remove this from layout.
3. In your assignment rule add one more condition like "StopAssignment equal True".
4. Create workflow rule with "create only" and field update which updates the checkbox value to false.
Please let me know if you have any questions acheiving this.
Thanks,
Raviteja
On Case/Lead Assignment Rule Entry, enable Do Not Reassign Owner checkbox.
even im also facing the same issue pn before update,before insert trigger.
so do i need just to enable the checkbox or do i need to create a separate rule then i have to check the checkbox?
im not gettong on how to setup this settings?