Rather watch than read? The Assignee Rules are also explained in an interactive video at the end of this article.

Define one or more Assignee Rules that will select users based on certain criteria. Each time you apply the Assignee Rules, all users that match the criteria set in the rules will be added as Assignees to the Match Group, or removed if they do not match anymore. 

• Multiple Assignee Rules can be evaluated with AND or OR logic
• Custom Assignee Rule Logic can be specified when 3 or more Assignee Rules are used e.g. (1 AND (2 OR 3))
• An Assignee Rule can be created based on fields on the User record, or on parent record fields. You can also use fields of a user's (Collaboration) Group, or their Skills.
• Configure Assignee Settings to apply to all Dynamic Assignees together with the rules.
• Apply the Assignee Rules with a single click.
• Apply the Assignee Rules fully automatically with the Assignee Synchronization setting. This way the Assignee Rules and Settings are re-applied every hour.
• Assignees with the Dynamic Assignment setting set to ‘Manual’ will not be reassigned by the AssigneeRules.
   

Configuring Assignee Rules

1. On the Match Group where you want to add assignees dynamically, go to subtab Dynamic Assignees.
2. In the ‘Dynamic Assignee Rules’ section, click Add .
   1. Enter a descriptive Rule Name for the rule.
   2. Toggle the AssigneeRule to Active, or Not Active if you do not want to use it yet.
   3. At Type, decide if Assignees should be selected by their User record, Collaboration Group, Group, or Skill.
   4. Select a Field from the user's record, group or skill to filter Assignees on. For Skills you generally select the Name field.
   5. Add an Operator, and invert if needed by toggling 'Apply not operator'.
   6. Enter the Value that this field should have in order for the user to be added as Assignee. See below, at ‘The AssigneeRule Fields’, for more details on what you can enter here.
   7. Click Save.
3. If you have more than one AssigneeRule, add AssigneeRule Logic to determine how the AssigneeRules should be applied, by clicking Edit Logic . See below at ‘Assignee Rule Logic’ for more details.
4. Click Preview Record Selection to get an impression of which users will be added as Assignees when applying the Assignee Rules.
5. At the Assignee Settings section, click Edit to configure settings for dynamic assignees. All Assignees that are added with the Assignee Rules will have these settings. Read more in Assignees.
6. In the Dynamic Assignee Rules section, click Apply Rules and Settings to add all users, that currently meet the set Assignee Rules, as Assignees to the Match Group. They will all be configured according to the Assignee Settings in the section below. Dynamically managed Assignees that do not meet the Assignee Rules anymore will be removed from the Match Group.
7. If you want your Assignees to be updated by the AssigneeRules fully automatically, enable Assignee Synchronization (optional) on the Match Group's Settings subtab. This will ensure the AssigneeRules are applied, and Assignees are synchronized, each hour. 

Find all Assignees of a MatchGroup (dynamic and manual) on subtab Assignees, in the ‘Assignee(s) Linked to this Match Group overview’. After clicking ‘Apply Rules’ the dynamic assignees should appear there as well. They can now be assigned records via this Match Group.

A column of note in the 'Assignee(s) Linked to this Match Group overview' on subtab Assignees is Dynamic Assignment, where you can see whether an Assignee is managed by the AssigneeRules ('Dynamic') or manually ('Manual').

Assignees with the Dynamic Assignment setting set to Manual will not be updated or reassigned by the AssigneeRules.
 

The AssigneeRule fields

AssigneeRule Name: enter a name that clearly indicates what the Assignee Rule does, for future reference.

Type: select User, Collaboration Group, Group, or Skill. This way you can select on critera of the user record, criteria of the (Collaboration) Group record, or of a Skill. 

Searching for group or skill criteria will add all users of that group or skill as Assignees to the Match Group. Add more Assignee Rules, and Assignee Rule Logic, to add only certain users of a group or skill.

Field: this is the field on the User, Group or Skill record that will be evaluated. All fields, including custom fields, will appear in this picklist. If you select a lookup to another object, then another picklist, Lookup Field, will appear below that lets you select a field from the related object (e.g. Account ID >> Account Description).

Apply not operator: Use this to reverse the operator logic. 

Operator: This can be either Equals, Contains, Starts with, Ends with, Greater than, or Less than. Use the 'Greater than' and 'Less than' operators for comparing numerical fields.

Value: This is the value you are comparing to the value of the field you selected in Field. You have several options here.

• Supply a list using the pipe | symbol. 
  For example using ‘Equals’ Sydney|Melbourne|Adelaide|Hobart will match any of those cities: it does an OR match on the items in the list.
• Zip codes can be done this way as well e.g. 90210|90214|90222|90234...etc. You can fit all the zip codes of a state in there if you wish!
• You can use the 'Starts with' operator to match the first two or three digits of a zip code, e.g. 324|325|325 will match any zip code in the north-east counties of Florida.
• Use <empty>, including the angle brackets, if you want to match a blank value.
• If you are matching against picklist values, use the API Name in the rule for the picklist item you want to match against.

Read more about the specific values you can enter and how to format them in Field Types in Match Rules and Assignee Rules.

Assignee Rule Logic

If you want to select assignees based on several criteria, you can set up multiple Assignee Rules. However, Plauti Assign needs to know how these rules should be combined. In the AssigneeRule Logic section, indicate how the rules should be applied.

• OR (match any Assignee Rule): a user is selected if their record matches one or more of the AssigneeRules.
• AND (match all Assignee Rules): a user is only selected if their record matches all AssigneeRules.
• Custom Logic: in the Custom Assignee Rule Logic field that appears, specify how the rules should be combined. This is used to make a combination of AND and OR, based on the rule numbering.

In the Assignee Rules list, each AssigneeRule has a Rule Number field. These are the numbers that are used in the Custom Assignee Rule Logic. 

Say you have three Assignee Rules set up. You want all assignees to match rule 1, and either rule 2 or rule 3. This is entered in the Custom Assignee Rule Logic field as (1 AND (2 OR 3)) . 

Dynamic Assignment with Assignee Rules video

Troubleshooting

Updated from an older version and can't see the Assignee Rules section? Read in Upgrading from Version 11.19 or earlier to the latest version how to add the Assignee Rules component.