Version 11 introduces the ability to reference parent record fields in MatchRules. Previously to create rules based on cross-object fields you had to create formula fields on the record being assigned; now there is an intuitive rule builder that exposes parent records.

First, upgrade to version 11 as explained below. Then follow the post-upgrade instructions.

Install Version 11

Assuming you are an existing user of SuperRoundRobin...

→ If you are upgrading from a version prior to Version 10, after installing the pre-install patch, follow the post-upgrade instructions in the upgrade guides for each of the earlier versions first before completing the update to version 11. 

• Ask us to do a 'Push Upgrade'. Grant us Login Access and we will make sure everything is installed correctly; or...
• Install yourself:
  1. Install this version 10.57.1 pre-install patch first: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1t00000312dH
  2. Once the pre-install patch is installed and before installing Version 11, you must deactivate a validation rule on the MatchRule object: 
     1. Go to Setup > Object Manager > MatchRule > Validation Rules
     2. Deactivate the rule named 'Field Must Be Of Right Object Type'
  3. Follow the post-update instructions for each major update inbetween if you came from a version older than version 10, see Updating SRR
  4. Then proceed with installing the latest version 11 as described in Upgrading to Version 11.22 of Plauti Assign .

After upgrading to version 11, continue with the post-upgrade instructions in Upgrading to Version 11.20 of Plauti Assign.