AssignmentRules

Represents assignment rules that allow you to automatically route cases to the appropriate users or queues. You can access rules metadata for all applicable objects, for a specific object, or for a specific rule on a specific object.

The package.xml syntax for accessing all assignment rules for all objects is:

1<types>
2        <members>*</members>
3        <name>AssignmentRules</name>
4    </types>

All rules for a specific object uses a similar syntax without the wildcard. For example, all assignment rules for the Case object would use this syntax:

1<types>
2        <members>Case</members>
3        <name>AssignmentRules</name>
4    </types>

You can also access specific assignment rules for an object. The following example only accesses the “samplerule” and “newrule” assignment rules on the Case object. Notice that for this example the type name syntax is AssignmentRule and not AssignmentRules.

1<types>
2        <members>Case.samplerule</members>
3        <members>Case.newrule</members>
4        <name>AssignmentRule</name>
5    </types>

File Suffix and Directory Location

Assignment rules for an object have the suffix .assignmentRules and are stored in the assignmentRules folder. For example, all Case assignment rules are stored in the Case.assignmentRules file.

Version

AssignmentRules components are available in API version 27.0 and later.

Fields

Field Name	Field Type	Description
assignmentRule	AssignmentRule[]	Represents the definitions of the named assignment rules.

AssignmentRule

Specifies whether the rule is active or not and its definition. Rules are processed in the order they appear within the AssignmentRules container.

Field Name	Field Type	Description
active	boolean	Indicates whether the assignment rule is active (`true`) or not (`false`).
fullname	string	Inherited from Metadata, this field is not defined in the WSDL for this metadata type. It must be specified when creating, updating, or deleting. See `create()` to see an example of this field specified for a call. This value cannot be `null`.
ruleEntry	RuleEntry[]	Represents the type and description for the assignment rule.

RuleEntry

Represents the fields used by the rule.

Field Name	Field Type	Description
assignedTo	string	The name of the user or queue the item is assigned to.
assignedToType	AssignToLookupValueType (enumeration of type string)	Valid values are: `User` `Queue`
booleanFilter	string	Advanced filter conditions that were specified for the rule.
criteriaItems	FilterItem[]	The items in the list that define the assignment criteria.
formula	string	The validation formula. Specify either formula or criteriaItems, but not both fields. Note
notifyCcRecipients	boolean	Specifies whether email addresses included on the Cc line of an incoming Email-to-Case or Web-to-Lead message should be included on the Cc line of the auto-response to that message (`true`) or not (`false`). Available in API version 32.0 and later.
overrideExistingTeams	boolean	Specifies whether the case team should be reset when the assignment is done `true`) or if the current team is added to the case instead of replacing the previous team (`false`).
team	string[]	The name of the case team. It may occur 0 or more times.
template	string	Specifies the template to use for the email that is automatically sent to the designated recipient.

Declarative Metadata Sample Definition

The following is an example file showing two assignment rules on the Case object:

1<AssignmentRules xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
2    <assignmentRule>
3        <fullName>samplerule</fullName>
4        <active>false</active>
5        <ruleEntry>
6            <assignedTo>testUser@org.com</assignedTo>
7            <assignedToType>User</assignedToType>
8            <criteriaItems>
9                <field>Case.IsEscalated</field>
10                <operation>equals</operation>
11                <value>True</value>
12            </criteriaItems>
13            <template>emailtemplate</template>
14        </ruleEntry>
15    </assignmentRule>
16    <assignmentRule>
17        <fullName>Another samplerule</fullName>
18        <active>false</active>
19        <ruleEntry>
20            <assignedTo>otherUser@org.com</assignedTo>
21            <assignedToType>User</assignedToType>
22            <criteriaItems>
23                <field>Case.IsEscalated</field>
24                <operation>equals</operation>
25                <value>False</value>
26            </criteriaItems>
27            <template>emailtemplate</template>
28        </ruleEntry>
29    </assignmentRule>
30</AssignmentRules>

Metadata API Developer Guide