Skip to main content

Hi there - I noticed when doing some testing in Lightning, that on the Lead Path, when I change my lead status the lead assignment rules aren't firing. They fire when I click "Edit" but not in the path when I change the status.

8 comentarios
  1. 30 ene 2018, 17:13
    @Jamie Rogalski

    you can set the "Assign using active assignment rules" checkbox to default to TRUE in the Layout Properties of your Lead and Case page layouts. This is a button in the page layout editor. See screen shot.

    Since this checkbox is tied to a page layout it only works as part of the full record edit. This means it doesn't apply when using Inline Edit, Quick Actions or Path. The behavior for Inline Edit and Quick Actions is also applicable in Classic so this is not Lightning specific.

    The assignment rule header is exposed via the API so you can trigger the behavior via custom logic like an APEX Trigger. I haven't worked with it enough to know if it is something you could also trigger via a process in Process Builder, but perhaps that is something one of the experts in this group might have some thoughts around?

    https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/headers_autoassign.htm
0/9000