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Coreen Raterman 9
trailhead exercise can't be completed
HI , I am currently working on a badge that instructs me to Select the "Assign using active rule" when creating a case, but there is no such field , It is not available in page layout at all and it is also not available in classic view.
So lets say, you want assign all Severity 4 cases to Tier 1 queue, you can simply create a rule on Case Assignment Rule for this. The owner will automatically be changed to Tier 1 queue once you will save the record.
If the "Assign using active assignment rules" is not available on page layout while you create or edit a case record, follow the steps on this link to put it on thr page layout.
https://help.salesforce.com/articleView?id=000205662&type=1
More on assignment rules:
https://help.salesforce.com/articleView?id=customize_leadrules.htm&type=5
https://help.salesforce.com/articleView?id=creating_assignment_rules.htm&type=5
Let me know if you have further questions on this.
Thanks,
Manish
Goto Cases Tab --> Click on New ---> Scroll Down To the bottom you will see two checkboxes like beow:
Please mark as best answer if helped.
Regards,
Ramakant
Bit late, but I had the exact same issue. There is definitely a bug, and the solution is: Go to Setup > Case Assignment Rules > Edit the Standard or other Case Assignment Rules. Deactivate them and reactivate them.
Seems it needs a kick! The checkbox appears for me after doing that.