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Elements and Sections in the Assignment Rules Output File


Table 71 describes the elements and sections in the assignment rules XML output file.

Table 71. Elements and Sections in the Assignment Rules XML File
Element or Section
Description

<data:AssignmentRule>
. . .
</data:AssignmentRule>

The <AssignmentRule> section contains all of the details of one assignment rule.

<data:AssignmentRule>
  <data:RecordType>Account
  </data:RecordType>
. . .
</data:AssignmentRule>

<RecordType> contains the system name of the record type (object), which never changes.

<data:AssignmentRule>
. . .
  <data:RuleGroupName>AcctTestGroup
  </data:RuleGroupName>
. . .
</data:AssignmentRule>

<RuleGroupName> contains the name of the assignment rule group to which this rule belongs.

<data:AssignmentRule>
. . .
  <data:RuleName>AcctRule1
  </data:RuleName>
. . .
</data:AssignmentRule>

<RuleName> contains the name of the rule.

<data:AssignmentRule>
. . .
  <data:Order>1</data:Order>
. . .
</data:AssignmentRule>

<Order> is the order number for the assignment rule within the rule group. It determines the order in which the assignment manager invokes a sequence of assignment rules. The rule numbered 1 is invoked first, followed by the rule numbered 2, and so on.

<data:AssignmentRule>
. . .
  <data:AssignTo>EXAMPLECOMPANY/TESTUSER2
  </data:AssignTo>
. . .
</data:AssignmentRule>

<AssignTo> contains the User Sign In ID of the user to whom the record is assigned if the criteria on the rule are met. When the criteria on one rule are met, the record is assigned and subsequent rules are ignored.

<data:AssignmentRule>
. . .
  <data:SendEmailNotification>true
  </data:SendEmailNotification>
. . .
</data:AssignmentRule>

The <SendEmailNotification> element specifies whether an email notification is sent to the user to whom the record is assigned (true) or an email notification is not sent to the user (false). The default value is true.

The <SendEmailNotification> element can be set to false for assignment rules for the Service Request record type only. This element is ignored for upsert requests for assignment rules for other record types.

NOTE:  You cannot turn off the email notification for assignment rules for the Lead record type. No email notifications are sent for account and opportunity assignments, even if the <EmailNotification> element is set to true

<data:AssignmentRule>
. . .
  <data:AssignToTerritory/>
. . .
</data:AssignmentRule>

<AssignToTerritory> is the territory to which the record is assigned if the criteria on the rule are met.

The <AssignToTerritory> element is applicable for assignment rules in assignment rule groups for the Account and Opportunity record types only. This element is ignored for upsert requests for assignment rules for other record types.

<data:AssignmentRule>
. . .
  <data:IncludeTeamAssignment>true
  </data:IncludeTeamAssignment>
. . .
</data:AssignmentRule>

<IncludeTeamAssignment> specifies whether the team members are assigned to the record (true), or the team members are not assigned to the record (false).

This element can be set to true for assignment rules in assignment rules for the Account and Opportunity record types only. This element is ignored for upsert requests for assignment rules for other record types.

<data:AssignmentRule>
. . .
  <data:IncludeRelatedContacts>true
  </data:IncludeRelatedContacts>
. . .
</data:AssignmentRule>

<IncludeRelatedContacts> specifies whether the contacts that are linked to the account are assigned to the specified account owner and territory if the rule criteria are met (true), or the contacts that are linked to the account are not assigned to the specified account owner and territory (false). The default value is false.

The <IncludeRelatedContacts> can be set to true for assignment rules for the Account record type only. This element is ignored for upsert requests for assignment rules for other record types.

<data:AssignmentRule>
. . .
  <data:IncludeRelatedOpportunities>true
  </data:IncludeRelatedOpportunities>
. . .
</data:AssignmentRule>

<IncludeRelatedOpportunities> specifies whether the opportunities that are linked to an account are assigned to the specified account owner and territory if the rule criteria are met (true), or the opportunities that are linked to the account are not assigned to the specified account owner and territory (false). The default value is false.

The<IncludeRelatedOpportunities> element can be set to true for assignment rules for the Account record type only. This element is ignored for upsert requests for assignment rules for other record types.

<data:AssignmentRule>
. . .
  <data:ListofTeam>
   . . .
  </data:ListofTeam>
. . .
</data:AssignmentRule>

The <ListofTeam> section contains details of the team members who share ownership of the assigned records.

Team members can be added to assignment rules for the Account and Opportunity record types only. The <ListofTeam> section is ignored for upsert requests for assignment rules for other record types.

<data:AssignmentRule>
. . .
  <data:ListofTeam>
    <data:Team>
. . .
    </data:Team>
. . .
  </data:ListofTeam>
. . .
</data:AssignmentRule>

The <Team> section contains details of one of the team members who share ownership of the assigned records.

<data:AssignmentRule>
. . .
  <data:ListofTeam>
    <data:Team>
      <data:User>Test User</data:User>
. . .
    </data:Team>
. . .
  </data:ListofTeam>
. . .
</data:AssignmentRule>

<User> contains the first and last name of the user.

<data:AssignmentRule>
. . .
  <data:ListofTeam>
    <data:Team>
. . .
      <data:Role>TestRole</data:Role>
. . .
    </data:Team>
. . .
  </data:ListofTeam>
. . .
</data:AssignmentRule>

<Role> contains the role of the team member. This element is read-only and is ignored for upsert requests.

<data:AssignmentRule>
. . .
  <data:ListofTeam>
    <data:Team>
. . .
      <data:AccountAccess>Edit</data:AccountAccess>
. . .
    </data:Team>
. . .
  </data:ListofTeam>
. . .
</data:AssignmentRule>

<AccountAccess> specifies the level of access that the user has to the account records that are assigned by this rule, and to the account records that are linked to the account. The <AccountAccess> element is applicable for assignment rules for the Account record type only. This element is ignored for upsert requests for assignment rules for other record types.

<data:AssignmentRule>
. . .
  <data:ListofTeam>
    <data:Team>
. . .
      <data:ContactAccess>Full</data:ContactAccess>
. . .
    </data:Team>
. . .
  </data:ListofTeam>
. . .
</data:AssignmentRule>

<ContactAccess> specifies the level of access that the user has to the contact records that are linked to the account records that are assigned by this rule. The <ContactAccess> element is applicable for assignment rules for the Account record type only, and is applicable only if the <IncludeRelatedContacts> element is set to true for the rule. This element is ignored for upsert requests for assignment rules for other record types.

<data:AssignmentRule>
. . .
  <data:ListofTeam>
    <data:Team>
. . .
      <data:OpportunityAccess>ReadOnly
      </data:OpportunityAccess>
    </data:Team>
. . .
  </data:ListofTeam>
. . .
</data:AssignmentRule>

<OpportunityAccess> specifies the level of access that the user has to the opportunity records that are assigned by this rule, and to the opportunity records that are linked to the opportunity. In addition, if the <IncludeRelatedOpportunities> element is set to true for the rule, then the <OpportunityAccess> element specifies the level of access that the user has to the opportunity records that are linked to the account records that are assigned by this role.

<data:AssignmentRule>
. . .
  <data:ListOfRuleCriteria>
. . .
  </data:ListOfRuleCriteria>
</data:AssignmentRule>

The <ListofRuleCriteria> section contain details of the criteria for the assignment rule. You can specify multiple criteria for one rule.

<data:AssignmentRule>
. . .
  <data:ListOfRuleCriteria>
   </data:Rule>
. . .
  </data:Rule>
. . .
  </data:ListOfRuleCriteria>
</data:AssignmentRule>

The <Rule> section contains the details of one rule criterion.

<data:AssignmentRule>
. . .
  <data:ListOfRuleCriteria>
   </data:Rule>
      <data:Field>Account Type</data:Field>
. . .
  </data:Rule>
. . .
  </data:ListOfRuleCriteria>
</data:AssignmentRule>

<Field> contains the name of the field that is to be evaluated.

<data:AssignmentRule>
. . .
  <data:ListOfRuleCriteria>
   </data:Rule>
. . .
      <data:Condition>Contains all values
      </data:Condition>
. . .
  </data:Rule>
. . .
  </data:ListOfRuleCriteria>
</data:AssignmentRule>

<Condition> specifies the condition that must be satisfied to meet the criterion.

<data:AssignmentRule>
. . .
  <data:ListOfRuleCriteria>
   </data:Rule>
 . . .
      <data:Value>Competitor</data:Value>
. . .
  </data:Rule>
. . .
  </data:ListOfRuleCriteria>
</data:AssignmentRule>

<Value> contains the value for the criterion.

<data:AssignmentRule>
. . .
  <data:ListOfRuleCriteria>
   </data:Rule>
. . .
      <data:Sequence>1000</data:Sequence>
  </data:Rule>
. . .
  </data:ListOfRuleCriteria>
</data:AssignmentRule>

<Sequence> specifies the sequence of the criterion on the rule. This field is read-only and is ignored for upsert requests.

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