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Jingli Hu 3Jingli Hu 3 

case assignment rule only executed for new record?

is case assignment rule only be executed for new case record. not for updates? if so how "Do Not Reassign Owner" works? and we don't need to add isNew() check in the criteria, right?

SubratSubrat (Salesforce Developers) 
Hello Jingli ,

By default, Case Assignment Rules in Salesforce are executed for new cases only. When a new case record is created, the assignment rules are evaluated based on the criteria defined in the rule entry and the case record is assigned to a user or queue based on the rule entry that matches the criteria.

Reference -> https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000A8HYNSA3

However, you can also configure assignment rules to be re-evaluated on updates to existing cases. To do this, you need to enable the "Re-evaluate Workflow Rules after Field Change" option.
Reference->  (https://help.salesforce.com/s/articleView?id=sf.workflow_field_updates_reevalute_wf.htm&type=5)

Regarding the "Do Not Reassign Owner" checkbox in the case assignment rule, it allows you to prevent reassignment of cases that already have an owner. If this checkbox is selected, the rule will not reassign cases that already have an owner, even if the rule criteria are met.

Finally, you are correct that you don't need to add an isNew() check in the criteria of a case assignment rule. Since the rule is only evaluated when a new case is created or when a field used in the rule criteria is updated.

If the above information helps , please mark this as Best Answer.
Thank you.
Arun Kumar 1141Arun Kumar 1141

Hello Jingli,

Yeah by default  Salesforce case assignment rules only apply to new case records and not to updates. The "Do Not Reassign Owner" checkbox prevents the assignment rule from reassigning ownership of a case record to another user or queue even if though the case is updated. Hence you do not need to add the "isNew()" check in the criteria if you only want the assignment rule to apply to new case records.Although if you want the assignment rule to apply to both new and updated case records you would need to include additional criteria to determine when the rule should apply.

If the above answer helped you, please mark it as best answer.

Thank You!