Can I set the "Assign using active assignment rules" checkbox to true only on Case or Lead record creation
|Knowledge Article Number||000205662|
|Description||I want to set the "Assign using active assignment rules" checkbox to true only on Cases or Leads on record creation. This way, active assignment rules will not run again after a record is saved, and then edited.|
|Resolution||In order to achieve this functionality, you will need to set up an additional record type, page layout, and workflow rule per case/lead creation process. By following the below steps, every time a user creates a case/lead when a specific record type is selected, the "Assign using active assignment rules" will be enabled by default on the case/lead creation page. As soon as that user saves the case/lead record, the workflow rule will trigger and that record will be assigned to the new record type and page layout where the "Assign using active assignment rules" checkbox is disabled. This way, if the user edits that record again, it will not trigger the assignment rule and stay assigned to the current record owner.
1. Create a new case/lead page layout based on your existing page layout.
2. Create a new case/lead record type based on your existing record type.
3. Create a workflow rule that changes the new case/lead record type to your normal record type after a new case/lead is created.
4. Test and confirm that when a user creates a new case/lead, the "Assign using active assignment rules" checkbox is set to true. Save the case/lead. Click Edit on the test case and confirm that the "Assign using active assignment rules" checkbox is set to false.
Creating Page Layouts
Creating Record Types
Creating Workflow Rules