InfallibleTechie

“assign using active assignment rules” checkbox is not available in salesforce lightning.

Do the following if the “Assign using active assignment rules” checkbox is not available in Salesforce Lightning.

1. Deactivate and reactivate the Assignment Rule.

2. Make sure Case Assignment Checkbox is enabled on the page layout.

assign using active assignment rule checkbox not visible

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Configuring the “Assign using active assignment rules” checkbox

assign using active assignment rule checkbox not visible

There are certain behaviors in Salesforce that I classify as particularly pesky. Like the mosquito buzzing your ear while you sleep, kind of pesky. Invariably with these types of problems it becomes worth turning on the proverbial lights, hunting down the offending pest and… well you know, “dealing” with it. It won’t change the world but sure feels better to have done it.

That being said, one of my favorite pesky Salesforce.com problems to have dealt with is controlling the default setting on the “Assign using active assignment rules” checkbox on Lead and Case records.

Description: This checkbox field allows users who have manually created a new Lead or Case record to use the system’s pre-defined assignment rules to route the record to the correct owner/queue. The field appears on the Edit page layout and seems defaulted to the wrong setting for the situation more often than not.

Problem: Unlike normal checkbox fields in Salesforce.com, setting the default behavior for this field is not done in the field edit list on the object and it is not readily apparent where the behavior is set.

Here is the checkbox on the bottom of the Lead layout in edit mode: (Default set to False in both examples)

assign using active assignment rule checkbox not visible

Here is the checkbox on the bottom of the (open) Case layout in edit mode:

assign using active assignment rule checkbox not visible

The Solution: For both the Cases and Leads object the default behavior is set in their respective page layouts and if that is not elusive enough, it is buried in the page layout properties option dialog box.

Once you know where to look it is simple to make the needed changes.

Steps to find the behavior options and set defaults to either True or False: (Using Cases object as the example)

  • Your Name: Setup:
  • In the left-hand menu list select: Cases: Page Layouts: Choose a Page layout
  • In the newly presented dialog box, find the  Case Assignment  section: Check or Un-check the checkbox labeled “Select by default”
  • Save: the Layout

Screenshot of the edit page for a Case Page layout and the default behavior setting:

assign using active assignment rule checkbox not visible

Commentary: As frustrating as it is to need to manage the default settings for these checkboxes differently than for other checkboxes, there is merit to the method.

Consider now the value of this more granular control of this field that Salesforce has given you. On normal fields you may only default a checkbox field to True or False and that setting applies across all situations. To create anything more dynamic requires custom engineering. (e.g. triggers, VF pages).

So, here is an example of it in action: Imagine you have enabled Lead assignment rules in your organization. Imagine also that you have both Sales Administrators sales reps that manually enter Leads into the system from time to time.

Sales reps create Leads for themselves so they would prefer to have the Active Assignment default to False whereas the Sales Admin that never owns Leads would prefer to have the Active Assignment default to True. If these checkboxes behaved like ordinary checkboxes you could only satisfy the needs of one group. However, by assigning different page layouts and setting the default behaviors on each layout you can meet the needs of both groups–a novel concept I know.

assign using active assignment rule checkbox not visible

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Monday, november 12, 2012, salesforce: assign using active assignment rule.

assign using active assignment rule checkbox not visible

  • Assignment Rules
  • 'Assign using active assignment rules' checkbox always checked by default
  • Why Salesforce assignment rule is not working?
  • Case Assignment Rules not working
  • Idea Exchange:  Assignment rules don't work with Inline Edits  

2 comments:

assign using active assignment rule checkbox not visible

NOTE: Unlike the Case object, the Lead object requires the 'Show on edit page' checkbox to be enabled when the "Default" checkbox is enabled.

Thanks, because Default will be uncheck when 'Show on edit page' disable in Lead.

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Step 110 "Assign using active assignment rule checkbox" not showing up.

For Step 110, after entering the First and Last Name, Company, etc., the step says to check the box that says "Assign using active assignment rule checkbox". However, I do not see the option for that on my screen.

That worked! Thank you.

Awesome! I’m glad. Thanks for letting me know!

Maybe you missed the step where you make the lead assignment rule active. Go back to the rule and check it and edit to check the box for active if it’s not already active.

assign using active assignment rule checkbox not visible

I tried using Chrome and Safari and this is what I am seeing.

I am also having the same issue. The screen is zoomed out all the way but I still do not see the checkbox.

Try a different browser. Download Firefox or Opera and try that.

If that doesn't work, post a screencap so I can see what you're looking at.

You're zooming out and not, zooming in, right?

Maybe try zooming out your screen. It’s at the very bottom of the pop up window.

How to Apply Case Assignment Rules in Flow

May 18, 2023 Yumi Ibrahimzade Actions , Automation , Flow , Flow Actions , Flow Packages , Packages 25

How to Apply Case Assignment Rules in Flow

The case object is a core part of the Salesforce platform. It helps manage and track customer issues and inquiries. You can use this standard object to handle support requests effectively. The case object acts as a central repository for recording and monitoring customer interactions. It allows you to streamline your customer service processes. In order to improve the support efficiency, it is important to assign cases to the right teams or individuals. Although you can manually assign the record, it is possible to use the standard case assignment rules as well. Case assignment rules determine how cases are assigned to users or put into queues.

When you create a new case record, you can just mark "Assign using active assignment rule" to run case assignment rules.

Checkbox to assign case using active assignment rule

However, if you are creating the case record using Salesforce Flow, there is no standard option to run the case assignment rules. This option exists just for lead assignment rules. Moreover, when you create a case using flow, you have to set the correct owner id. Otherwise, the system doesn't run the case assignment rules and assigns the case to the current user. If you really want to use the logic that you have in your assignment rule, you will have to build the same logic again in the flow.

Standard action to apply lead assignment rules

In this post, you can find a custom invocable action (Apex class) that runs case assignment rules for any case record that you want.

How to Use the Action

1-  Install the action using the installation links below.

2-  Add a new action to your flow and search for "Apply Case Assignment Rules", this is the name of the action that you installed.

Add Apply Case Assignment Rules Action

3- Give a name to the action and provide the id of the case record that you want to assign.

Assign case using the custom action

You can use this action in any flow type that supports the action element.

Here is a screen flow that clones a case record with its related records. It uses this custom action to assign the new case record. Read this post to learn how to create a flow to clone a record with its related records.

Installation Links

Use this link to install in production or developer edition environments.

Use this link to install in sandbox environments.

24 Comments

Is that a future method or synchronous?

It is synchronous.

Hi Yumi, I tried using this on a case after save flow as an immediate action on create and it doesn't work. However, if I add a scheduled path of 0 min after creation, it works. Do you know of this limitation? Thanks!

I'm also noticing that this doesn't work when a guest executes a screen flow from a public page which creates the case.

Is your screen flow working in system context - view all data?

Hi Jay, It works in asynchronous path as well. I will check if it is possible to use it in the immediate path.

Thank you, I don't have to code this now.

You are welcome!

Hey Yumi, Case is assigned but email is not fired to members of queue? Any suggestions?

Hi Priyanshu, You are right. I just added it to the code and uploaded the package again. Can you please try with the new version?

Thanks Yumi, Can you please provide the url for new version?

Yumi, waiting for your response.

Is there a way to verify (in a flow decision), using a formula or some other way, if the "Assign using active assignment rule" is checked? I have a user case where the Assignment rules need to be triggered within the flow ONLY when the checkbox "Assign using active assignment rule" is checked, but I cannot find a way to do so. Any ideas?

"Assign using active assignment rule" is not a field on the object, so I think unfortunately it is not possible to get this information.

Hey Yumi Ibrahimzade, Not working in production or can you please provide url for update version? Thanks in advance 🙂

Thank you so much for this package. I just came across the need for this and then found your solution. It works exactly as expected.

I am glad that you found it useful!

Thanks Yumi, It helped me a lot to resolve my issue!

I am glad that you liked it Nadia!

Thanks for the post, Yumi, would you be willing to publish the code in a code snippet?

You are welcome Andy. Here is the code:

public class ApplyCaseAssignmentRules { @InvocableMethod (label='Apply Case Assignment Rules') public static void CaseAssign(List CaseId) { Database.DMLOptions dmo = new Database.DMLOptions(); dmo.assignmentRuleHeader.useDefaultRule= true; dmo.EmailHeader.TriggerUserEmail = true; Case Cases=[Select id From Case Where Case.id in:CaseId]; Cases.setOptions(dmo); update Cases; } }

I am using this action in a trigger flow (After Save), but it's not working, I should a scheduled path if I wanted to work, any suggestions please ? Thank you

Hi, You should use this action in a scheduled or asynchronous path.

I am trying to install in sandbox and getting this error: ApplyCaseAssignmentRulesTest: Method does not exist or incorrect signature: void startTest() from the type Test

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About 15 mins

Create Case Queues

Create a case assignment rule, test the case assignment rule.

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Create Case Queues and Assignment Rules

Now that you have your basic support processes and layouts configured for cases, create case queues and assignment rules to route your cases to the correct support teams at Ursa Major Solar.

Create Product Support Tier 1 and Product Support Tier 2 queues so product support cases can be routed to one of these queues based on case criteria and how long the case has been open.

Setup Icon

  • From Service Setup, enter Queues in the Quick Find box and select Queues .
  • Label: Product Support Tier 1
  • Queue email: [email protected]
  • Supported Objects: select Case and click Add .
  • Queue Members: Click  User: (Your Name) in the Available Members list, and click Add to add yourself to the Selected Members list.
  • Click Save .
  • Label:   Product Support Tier 2
  • Queue email: [email protected]

Add Queue Members

Now, create the Inquiry queue for inquiry cases.

  • From the Queues page, click New .
  • Label: Inquiry
  • Queue Email: [email protected]
  • Queue Members: Click User: Ada Balewa in the Available Members list, and click Add to add her to the Selected Members list.

So, now you have case queues set up and ready to handle different types of cases as they’re created. Next, create and activate a standard case assignment rule to assign cases to the correct team members. This is how cases get sent to specific case queues, like the ones you just created.

  • From Service Setup, enter Case Assignment Rules in the Quick Find box and select Case Assignment Rules .
  • Rule Name: Standard Case Assignment
  • Select the Active checkbox to make this the active case assignment rule.

Add a rule entry that assigns Product Support cases to the Product Support Tier 1 queue.

  • Click the Standard Case Assignment link.

Create and customize a Case Assignment Rule by entering the rule details.

  • Click Save & New .

Next, add a rule entry that assigns inquiry cases to the Inquiry queue.

Now rename the Automated Case User to System. Every time there’s an automated case change from an assignment rule, for example, the automated case user name will show up in the case history. It will now show an automated “system” change, rather than showing your name as the admin, whenever an automated case change occurs.

  • Enter Support Settings in the Quick Find box and select Support Settings .
  • Click Edit .

Rename the Automated Case User to System

You want to make sure the assignment rules work for Ursa Major Solar by creating a case.

App Launcher Icon

  • Click the Contacts tab.
  • Select Recently Viewed from the dropdown, and click the Pat Stumuller link.
  • In the Cases   related list, click New .
  • Select a record type: Product Support .
  • Click the Case Number for the case you just created. Ensure that the Case Owner is Product Support Tier 1.

By setting up case queues and assignment rules, cases are now automatically routed to the correct teams. Next, escalate higher priority cases to the Product Support Tier 2 team by creating an Escalation Rule.

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  • Salesforce Help:  Set Up Assignment Rules
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IMAGES

  1. SimplySfdc.com: Salesforce: Assign using active assignment rule

    assign using active assignment rule checkbox not visible

  2. How to set Assign using active assignment rules in Case to true by

    assign using active assignment rule checkbox not visible

  3. “Assign using active assignment rules” checkbox is not available in

    assign using active assignment rule checkbox not visible

  4. How to set Assign using active assignment rules in Lead to true by

    assign using active assignment rule checkbox not visible

  5. Infallible Techie: "Assign using active assignment rules" checkbox is

    assign using active assignment rule checkbox not visible

  6. I am not able to add "Assign using active assignment rules" check box

    assign using active assignment rule checkbox not visible

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COMMENTS

  1. Set the option 'Assign using active assignment rules' to true, only

    7. Click the 'Layout Properties' button on the palette and disable the 'Show on edit page' and 'Select by default' Case Assignment Check-box and click OK, then click Save. 4. Test and confirm that when a user creates a new case/lead, the 'Assign using active assignment rules' checkbox is set to true. Save the case/lead.

  2. 'Assign using active assignment rules' checkbox always ...

    To resolve in Lightning Experience: Navigate to Setup by clicking on the Gear icon and clicking Setup. Click the Object Manager tab. Select Case and click Case Page Layouts on the left. Edit the relevant layout. On the Layout console click Layout Properties. Un-check on the 'Default' against the 'Case Assignment Checkbox' to disable.

  3. "Assign using active assignment rules" checkbox is not available in

    "Assign using active assignment rules" checkbox is not available in Salesforce Lightning. ... Do the following if the "Assign using active assignment rules" checkbox is not available in Salesforce Lightning. 1. Deactivate and reactivate the Assignment Rule. 2. Make sure Case Assignment Checkbox is enabled on the page layout. Categories ...

  4. Case or Lead Assignment Rules fail to set the Owner

    Choose to include the 'Assign using active assignment rules' checkbox by selecting Show on edit page. If both options are chosen, the assignment checkbox is displayed and is checked by default. The default setting will force the assignment rule to run unless the checkbox is deployed and a User manually deselects the checkbox.

  5. I am not able to add "Assign using active assignment rules" check box

    Hi Himanshu,Thanks for yours reply and time .Actually i am not overriding save button of case standard object,i only extending case standard controller.So i want to add check boxes of "Assign using active assignment rules" and "Send notification email to contact" case to my custom visual page.It should be work same as standard new case page.

  6. Configuring Active Assignment Rules in Salesforce

    From the Page layout editor screen: Select Layout Properties Button: In the newly presented dialog box, find the Case Assignment section: Check or Un-check the checkbox labeled "Select by default". Note: The same procedure can be done on the Leads object on a page layout-by-page layout basis. Click: OK.

  7. Salesforce: Case Assignment Rules not working

    To force Case assignment rules, select Default under Case Assignment Checkbox and unselect 'Show on edit page'. This means end-users won't see any option to turn off case assignment rule when creating and editing a case. If both 'Show on edit page' and Default options are chosen, the assignment checkbox is displayed and is checked by default.

  8. Salesforce: Assign using active assignment rule

    Once you have the assignment rule configured, the best practice is to hide that checkbox "Assign using active assignment rule", so the rule will always run. Although in some scenarios, even if you want to let the checkbox visible, set the Default enabled by default. This checkbox is located at the far bottom of the record page, so some users ...

  9. Automate Your Business Process

    From Setup, enter Case Assignment Rules in the Quick Find Box, then select Case Assignment Rules. Click the Standard case assignment link, then click Edit. Select the Active checkbox to ensure this as the active case assignment rule, and click Save. In Step 3, select the picklist value Queue from the list.

  10. Step 110 "Assign using active assignment rule checkbox" not showing up

    However, I do not see the option for that on my screen. For Step 110, after entering the First and Last Name, Company, etc., the step says to check the box that says "Assign using active assignment rule checkbox".

  11. Queue

    Add Name, Company, and other details. Choose " Finance " from the Industry dropdown menu. Choose "Open - Not Contacted" from the Lead Status dropdown menu. Check the " Assign using active assignment rule " checkbox. Click Save. You can see the newly created lead record is assigned to the "Demo Lead Queue" queue.

  12. How to Apply Case Assignment Rules in Flow

    How to Use the Action. 1- Install the action using the installation links below. 2- Add a new action to your flow and search for "Apply Case Assignment Rules", this is the name of the action that you installed. 3- Give a name to the action and provide the id of the case record that you want to assign. You can use this action in any flow type ...

  13. Help with Assign Using Active Assignment Rule : r/Zoho

    Help with Assign Using Active Assignment Rule. I think I found that you cannot use an assignment rule when manually entering a lead, but then why is there a field with a checkbox called: Assign Using Active Assignment Rule ? I want to be able to add leads manually for my sales team without having to remember whose turn it is.

  14. Run Case Assignment Rule from Apex

    Case assignment rules allow you to automatically route Cases to the appropriate users or queues. A Case assignment rule consists of multiple rule entries that define the conditions and order for assigning cases. You can create multiple rules (for example, a Standard rule and a Holiday rule), but only one rule can be "active" at a time.

  15. Is it no longer possible to configure the page layout ...

    Assign using active assignment rules' checkbox always checked by default. I've tested this out on the Case objects layout properties and confirmed that it is possible to leave the "Case Assignment Rules" unchecked so that it is not viable to users while at the same time having the "Default" is checked.

  16. Create Case Queues and Assignment Rules

    From Service Setup, enter Case Assignment Rules in the Quick Find box and select Case Assignment Rules. Click New and enter the rule details. Select the Active checkbox to make this the active case assignment rule. Click Save. Add a rule entry that assigns Product Support cases to the Product Support Tier 1 queue.

  17. 'Assign using active assignment rules' checkbox always ...

    Uncaught TypeError: Cannot read properties of undefined (reading '$a') throws at https://help.salesforce.com/s/sfsites/auraFW/javascript/nj61v-uP3bGswhb-VTdr6Q/aura ...

  18. Assignment Rule firing for bulk records

    Depends on what you mean by 'bulk records'. If using DataLoader, you have to go to Settings and put the ID of the assignment rule, then Save. If using Apex DML, you need to use the Database.insert or Database.update methods, setting optional parameter dmlOptions as in this example: Database.DMLOptions dmo = new Database.DMLOptions();

  19. active assignment rule through visual force page?

    public void assignmentactive(){. //Fetching the assignment rules on case. AssignmentRule AR = new AssignmentRule(); AR = [select id from AssignmentRule where SobjectType = 'Case' and Active = true limit 1]; //Creating the DMLOptions for "Assign using active assignment rules" checkbox. Database.DMLOptions dmlOpts = new Database.DMLOptions();