Place Rules in Order

Assignment rules run in an order you establish. Here's how to set that order. Remember that rule processing stops with the first rule to return results, so you should order your rules from the most narrowly focused to the most broadly focused.

1. In the Assignment Rules page, click the Reorder Rules button. A Processing Order page opens.
2. In an Object Name field, select an object to produce a list of rules that assign professional users to records of that object. The row for each rule contains the name of a rule and a number indicating its position in the processing order.
3. Optionally, in the row for each rule, click a Rule Details icon to view the rule's name, object, conditions, and assignments. These details may help you to determine where to place the rule. In the Rule Details window, click the × icon to return to the list of rules.
4. The row for each rule includes a "handle" (it's an icon that looks like three colons). Click and hold the handle for a rule you want to reposition, and drag it to its new position. The numbering in the list of rules changes to reflect the new order. Repeat this step for any other rules you want to reposition.
5. As needed, select another object and reorder the rules pertaining to that object.
6. When you finish repositioning all the rules you want to move, click the Apply button.