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About Assignment Rule Groups

Assignment Manager allows you to group assignment rules, splitting them up by business function or other categories. An assignment rule group can include multiple assignment rules, however, an assignment rule can belong to only one rule group. You must associate each assignment rule with a rule group.

TIP:   If you do not want to create your own rule groups, you can associate all assignment rules to the Default Rule Group. The Default Rule Group is provided in the Assignment Manager seed data. Rules upgraded from previous versions of Assignment Manager to version 7.7 are automatically associated with the Default Rule Group, if you have not already assigned a specific rule group.

Prior to the introduction of rule groups, Assignment Manager processed all active rules (for a particular assignment object), so it was impossible to execute a subset of rules in the database. With rule groups, you can split rules and execute only a certain set of rules. For example, you may have one set of business rules for assigning repair activities and another set of rules for assigning other activities, such as an appointment activity. Given this, you could create two rule groups with five rules each. Then, when you are assigning a particular activity, you specify the rule group you want Assignment Manager to process. Only the five rules from that rule group are processed during assignment of the activity.

NOTE:  Typically, you want to split rules into rule groups based on business logic. Otherwise, all applicable rules may not get loaded and that can lead to incorrect assignments.

For more information about assignment rule groups, see Creating Assignment Rule Groups. If you plan to use delegated assignment, see also About Hierarchical Rule Groups and About the Rule Group Explorer.