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Assignment Preview

Before activating a router, it’s a good idea to check if any existing records will be assigned. The number of records that qualify for assignment is displayed at the top of the router:

Check how many records qualify to be assigned by your router.

Click on the link to open the Assignment Preview modal, which displays a list of records that qualify for assignment:

The assignment preview window displays a list of records that qualify to be assigned.

Things to keep in mind

  • It’s possible in practice that a record meeting the router’s criteria also meets the criteria for another router. In such cases the router with the higher priority will end up assigning it.
  • For active shark tanks, this will also show you records currently in the shark tank.

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