One field condition of a PartnerResource's auto-assignment setup (linked by partnerResourceId): fieldName, operation and fieldValue describe a test evaluated against the record being assigned. During assignment the resource service walks the applicable PartnerResources for the record's company/branch in their configured order and applies each one's rules under its success criteria - all rules met, any rule met, or always - stamping the first winner's resource onto the record. Supported operations are equals and notEqual for text, plus numeric and date comparisons (greater/less and their or-equal variants) when the field is numeric or a date.
Fields
| Field | Label | Type | Required | What it does |
|---|
AssignmentType | Assignment Type | PickList | | Values: Appointment. |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
FieldName | Field Name | Text | | |
FieldValue | Field Value | Text | | |
Id | Id | Guid | Yes | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
Operation | Operation | PickList | | The comparison applied between the record's field and fieldValue: equals or notEqual for text, plus greater/less comparisons (including or-equal variants) when the field is numeric or a date. Unknown operations evaluate to false rather than erroring. Values: Equal. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerResourceId | Partner Resource | Lookup → PartnerResource | Yes | |
RecordTypeId | Record Type | Guid, hidden | | |
SequenceNumber | Sequence Number | Number | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteHeader | Delete | Delete | DeleteHeader |
DeleteRow | Delete | Delete | DeleteRow |
EditEntity | Edit | Edit | Edit |
EditInLine | Edit | EditInline | EditInLine |
EditRow | Edit | Edit | EditRow |
New | New | New | New |
