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Assignment Ordering

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Assignment Ordering refers to the order in which Kubaru assigns records. By default, records are assigned from oldest to newest based on the Created Date. However, it’s possible to modify this to assign records based on urgency, lead score, status, or other criteria.

Follow these steps to update the order in which records are assigned:

  1. Expand the Admin tab in the navigation menu and click Settings.
  2. Click the Object Settings tab.
  3. Select an Object.
  4. Scroll to Assignment Ordering.
  5. Select Set for object if you want to order assignments the same for every router. Select Set for each router if you want to configure a different assignment ordering for each router.
  6. Select up to three fields to use to order assignments.
  7. (Optional) Check the Descending checkbox to order assignments in descending order.
  8. (Optional) Check the Nulls Last checkbox to sort records with null values last.
  9. Click the Save button.
Assignment ordering settings.

Things to keep in mind

  • The following field types cannot be used in ordering and will not show as options: “Text Area (Long)”, Text Area (Rich)”, “Text (Encrypted)”, “Multi-Picklist”, and any fields that are encrypted at rest using Shield Encryption.
  • It’s important to note that picklists sort according to how the picklist values are ordered from top to bottom. For example, let’s say you choose to order assignments based on a Priority picklist field that contains the following options in order: High, Medium, Low, and Critical. In this case, the high priority records would be assigned first–and the critical priority cases would be assigned last. To ensure records are assigned in order of priority you’d want to reorder the picklist values to Critical, High, Medium, and Low. See sorting picklists for more information.

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