Directly Assign Items
Assign a record or records to a specific user or Salesforce native queue.
For assignments to Users, we default to using the OwnerId field. If you want to use a different field for assignments to a User, specify that value for the assignment field in the editor. This must be a User lookup field on the item being assigned.
Assignments to Salesforce Queues will always use the OwnerId field.
By default, the assignment is updated immediately in the database. If you want to perform the assignments but delay the update (helpful in bulkifying flows), change Update Item in the editor to "Later, Using Update Records". This will set updateImmediately to false.
Use the assignment or assignments output to see information about the assignments that were performed as part of a Flow run. You can use the individual Assignment objects as an input to other actions such as Send Single Assignment Email.
Inputs
Please note that you will not directly interact with these input fields as you do with some Flow Actions. Instead the Gradient Works custom editor takes care of the heavy lifting.
assigneeId
No
Id
The Id of the User or Salesforce Queue to assign to.
assigneeName
No
String
Salesforce Queue name
assigneeRecord
No
SObject
User or Salesforce Queue Record to assign item to.
item
No
SObject
The Salesforce object to assign if assigning a single item.
itemField
No
String
The field on the item to use for User assignment. Defaults to OwnerId.
items
No
List<SObject>
The List of Salesforce objects to assign.
updateImmediately
No
Boolean
Set to false to perform the assignment but not to update the item record in the database. Defaults to true.
Outputs
assignment
The first assignment result. Can be used when working with a single item in place of results.
Last updated