Assignment Rules and Inline Editing
|Knowledge Article Number||000239773|
Lead/Case assignment rules' behavior when using inline editing depends on the settings of the page layout in question. This article explains the necessary configuration and limitations of using inline editing and assignment rules.
Scenario 1: Page layout has both "Show on edit page" and "Default" enabled for Assignment rules on Layout Properties.
This configuration will cause inline edit not to execute assignment rules. With this configuration assignment rules will only be executed under normal edit mode.
Scenario 2: Page layout has "Show on edit page" disabled and "Default" enabled for Assignment rules on Layout Properties.
This configuration will case inline edit to execute assignment rules.
Note this applies to both Leads and Cases.
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