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msdyn_assignmentrule table/entity reference

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Note

Unsure about table vs. entity? See Developers: Understand terminology in Microsoft Dataverse.

Defines criteria based on which Entities are routed to Users or Sales Team

Added by: Assignment Rules Solution

Messages

Message Web API Operation SDK class or method
Assign PATCH /msdyn_assignmentrules(msdyn_assignmentruleid)
Update ownerid property.		 AssignRequest
BulkRetain This message is to be executed only by Dataverse to trigger registered plug-ins and flows.
Create POST /msdyn_assignmentrules
See Create		 CreateRequest or
Create
CreateMultiple CreateMultiple CreateMultipleRequest
Delete DELETE /msdyn_assignmentrules(msdyn_assignmentruleid)
See Delete		 DeleteRequest or
Delete
GrantAccess GrantAccess GrantAccessRequest
IsValidStateTransition IsValidStateTransition IsValidStateTransitionRequest
ModifyAccess ModifyAccess ModifyAccessRequest
PurgeRetainedContent This message is to be executed only by Dataverse to trigger registered plug-ins and flows.
Retain This message is to be executed only by Dataverse to trigger registered plug-ins and flows.
Retrieve GET /msdyn_assignmentrules(msdyn_assignmentruleid)
See Retrieve		 RetrieveRequest or
Retrieve
RetrieveMultiple GET /msdyn_assignmentrules
See Query Data		 RetrieveMultipleRequest or
RetrieveMultiple
RetrievePrincipalAccess RetrievePrincipalAccess RetrievePrincipalAccessRequest
RetrieveSharedPrincipalsAndAccess RetrieveSharedPrincipalsAndAccess RetrieveSharedPrincipalsAndAccessRequest
RevokeAccess RevokeAccess RevokeAccessRequest
RollbackRetain This message is to be executed only by Dataverse to trigger registered plug-ins and flows.
SetState PATCH /msdyn_assignmentrules(msdyn_assignmentruleid)
Update statecode and statuscode properties.		 SetStateRequest
Update PATCH /msdyn_assignmentrules(msdyn_assignmentruleid)
See Update		 UpdateRequest or
Update
UpdateMultiple UpdateMultiple UpdateMultipleRequest
ValidateRetentionConfig This message is to be executed only by Dataverse to trigger registered plug-ins and flows.

Properties

Property Value
CollectionSchemaName msdyn_assignmentrules
DisplayCollectionName assignmentrules
DisplayName Assignment Rule
EntitySetName msdyn_assignmentrules
IsBPFEntity False
LogicalCollectionName msdyn_assignmentrules
LogicalName msdyn_assignmentrule
OwnershipType UserOwned
PrimaryIdAttribute msdyn_assignmentruleid
PrimaryNameAttribute msdyn_name
SchemaName msdyn_assignmentrule

Writable columns/attributes

These columns/attributes return true for either IsValidForCreate or IsValidForUpdate (usually both). Listed by SchemaName.

ImportSequenceNumber

Property Value
Description Sequence number of the import that created this record.
DisplayName Import Sequence Number
Format None
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName importsequencenumber
MaxValue 2147483647
MinValue -2147483648
RequiredLevel None
Type Integer

msdyn_assignmentruleId

Property Value
Description Unique identifier for entity instances
DisplayName Assignment Rule
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName msdyn_assignmentruleid
RequiredLevel SystemRequired
Type Uniqueidentifier

msdyn_assignmentwindow

Property Value
Description Assignment due in
DisplayName Assignment due in
Format None
IsValidForForm True
IsValidForRead True
LogicalName msdyn_assignmentwindow
MaxValue 120
MinValue 0
RequiredLevel ApplicationRequired
Type Integer

msdyn_attributefilter

Property Value
Description
DisplayName Attribute Filter
Format Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_attributefilter
MaxLength 4000
RequiredLevel None
Type Memo

msdyn_Description

Property Value
Description
DisplayName Description
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_description
MaxLength 2000
RequiredLevel None
Type String

msdyn_DistributeTo

Property Value
Description Setting depecting if the assignment is done for a team, queue or a seller.
DisplayName Assign to Sellers, Teams or Queues.
IsValidForForm True
IsValidForRead True
LogicalName msdyn_distributeto
RequiredLevel None
Type Picklist

msdyn_DistributeTo Choices/Options

Value Label Description
0 Sellers
1 Team
2 Queue

msdyn_distributewithavailability

Property Value
Description
DisplayName DistributeWithAvailability
IsValidForForm True
IsValidForRead True
LogicalName msdyn_distributewithavailability
RequiredLevel ApplicationRequired
Type Boolean

msdyn_distributewithavailability Choices/Options

Value Label Description
1 Yes
0 No

DefaultValue: 0

msdyn_distributewithcapacity

Property Value
Description
DisplayName DistributeWithCapacity
IsValidForForm True
IsValidForRead True
LogicalName msdyn_distributewithcapacity
RequiredLevel ApplicationRequired
Type Boolean

msdyn_distributewithcapacity Choices/Options

Value Label Description
1 Yes
0 No

DefaultValue: 0

msdyn_distributewithrecordcreation

Property Value
Description CheckEligibilityByRecordAge
DisplayName CheckEligibilityByRecordAge
IsValidForForm True
IsValidForRead True
LogicalName msdyn_distributewithrecordcreation
RequiredLevel None
Type Boolean

msdyn_distributewithrecordcreation Choices/Options

Value Label Description
1 Yes
0 No

DefaultValue: 0

msdyn_DistributionType

Property Value
Description
DisplayName DistributionType
IsValidForForm True
IsValidForRead True
LogicalName msdyn_distributiontype
RequiredLevel ApplicationRequired
Type Picklist

msdyn_DistributionType Choices/Options

Value Label Description
0 RoundRobin
1 Load Balancing
2 Assign to any one team at random
3 Don't assign to any team
4 Add to any one queue at random
5 Don't add to any queue

msdyn_entityfilter

Property Value
Description
DisplayName Entity Filter
Format Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_entityfilter
MaxLength 4000
RequiredLevel None
Type Memo

msdyn_evaluationorder

Property Value
Description Evaluation order of the rule
DisplayName EvaluationOrder
Format None
IsValidForForm True
IsValidForRead True
LogicalName msdyn_evaluationorder
MaxValue 2147483647
MinValue 1
RequiredLevel ApplicationRequired
Type Integer

msdyn_matchedrecords

Property Value
Description Records routed by this rule
DisplayName Records Routed
Format None
IsValidForForm True
IsValidForRead True
LogicalName msdyn_matchedrecords
MaxValue 2147483647
MinValue 0
RequiredLevel None
Type Integer

msdyn_matchtype

Property Value
Description Setting depecting if the seller or team assignment needs to be done either by filtering attributes or by specifying sellers or teams
DisplayName MatchType
IsValidForForm True
IsValidForRead True
LogicalName msdyn_matchtype
RequiredLevel ApplicationRequired
Type Picklist

msdyn_matchtype Choices/Options

Value Label Description
0 Filter using Attributes
1 Specific List
2 Any Sellers

msdyn_name

Property Value
Description The name of the custom entity.
DisplayName Assignment Rule
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_name
MaxLength 100
RequiredLevel ApplicationRequired
Type String

msdyn_objecttype

Property Value
Description
DisplayName Reference to the related entity logical name
FormatName Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_objecttype
MaxLength 4000
RequiredLevel None
Type String

msdyn_objecttypecode

Property Value
Description
DisplayName Entity
IsValidForForm True
IsValidForRead True
LogicalName msdyn_objecttypecode
RequiredLevel None
Type Picklist

msdyn_objecttypecode Choices/Options

Value Label Description
3 Opportunity
4 Lead
5 Other

msdyn_recordcreationwindow

Property Value
Description Assignment due in
DisplayName Assignment due in
Format None
IsValidForForm True
IsValidForRead True
LogicalName msdyn_recordcreationwindow
MaxValue 120
MinValue 0
RequiredLevel None
Type Integer

msdyn_segmentid

Property Value
Description
DisplayName Segment
IsValidForForm True
IsValidForRead True
LogicalName msdyn_segmentid
RequiredLevel ApplicationRequired
Targets msdyn_segment
Type Lookup

msdyn_sellerfilter

Property Value
Description
DisplayName Seller Filter
Format Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_sellerfilter
MaxLength 4000
RequiredLevel None
Type Memo

msdyn_SpecificSellersOrTeams

Property Value
Description List of specific sellers or teams that needs to be assigned.
DisplayName Sellers or Team.
Format Text
IsLocalizable False
IsValidForForm True
IsValidForRead True
LogicalName msdyn_SpecificSellersOrTeams
MaxLength 1000000
RequiredLevel None
Type Memo

msdyn_triggertype

Property Value
Description Trigger when the rule needs to be evaluated
DisplayName TriggerType
IsValidForForm True
IsValidForRead True
LogicalName msdyn_triggertype
RequiredLevel ApplicationRequired
Type Picklist

msdyn_triggertype Choices/Options

Value Label Description
0 Entity Create
1 FieldUpdate

OverriddenCreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time that the record was migrated.
DisplayName Record Created On
Format DateOnly
IsValidForForm False
IsValidForRead True
IsValidForUpdate False
LogicalName overriddencreatedon
RequiredLevel None
Type DateTime

OwnerId

Added by: Active Solution Solution

Property Value
Description Owner Id
DisplayName Owner
IsValidForForm True
IsValidForRead True
LogicalName ownerid
RequiredLevel SystemRequired
Targets systemuser,team
Type Owner

OwnerIdType

Added by: Active Solution Solution

Property Value
Description Owner Id Type
DisplayName
IsValidForForm False
IsValidForRead True
LogicalName owneridtype
RequiredLevel SystemRequired
Type EntityName

statecode

Property Value
Description Status of the Assignment Rule
DisplayName Status
IsValidForCreate False
IsValidForForm True
IsValidForRead True
LogicalName statecode
RequiredLevel SystemRequired
Type State

statecode Choices/Options

Value Label DefaultStatus InvariantName
0 Active 1 Active
1 Inactive 2 Inactive

statuscode

Property Value
Description Reason for the status of the Assignment Rule
DisplayName Status Reason
IsValidForForm True
IsValidForRead True
LogicalName statuscode
RequiredLevel None
Type Status

statuscode Choices/Options

Value Label State
1 Active 0
2 Inactive 1

TimeZoneRuleVersionNumber

Property Value
Description For internal use only.
DisplayName Time Zone Rule Version Number
Format None
IsValidForForm False
IsValidForRead True
LogicalName timezoneruleversionnumber
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

UTCConversionTimeZoneCode

Property Value
Description Time zone code that was in use when the record was created.
DisplayName UTC Conversion Time Zone Code
Format None
IsValidForForm False
IsValidForRead True
LogicalName utcconversiontimezonecode
MaxValue 2147483647
MinValue -1
RequiredLevel None
Type Integer

Read-only columns/attributes

These columns/attributes return false for both IsValidForCreate or IsValidForUpdate. Listed by SchemaName.

CreatedBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the user who created the record.
DisplayName Created By
IsValidForForm True
IsValidForRead True
LogicalName createdby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyname
MaxLength 100
RequiredLevel None
Type String

CreatedByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

CreatedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was created.
DisplayName Created On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName createdon
RequiredLevel None
Type DateTime

CreatedOnBehalfBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the delegate user who created the record.
DisplayName Created By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName createdonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

CreatedOnBehalfByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

CreatedOnBehalfByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName createdonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

ModifiedBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the user who modified the record.
DisplayName Modified By
IsValidForForm True
IsValidForRead True
LogicalName modifiedby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

ModifiedOn

Property Value
DateTimeBehavior UserLocal
Description Date and time when the record was modified.
DisplayName Modified On
Format DateAndTime
IsValidForForm True
IsValidForRead True
LogicalName modifiedon
RequiredLevel None
Type DateTime

ModifiedOnBehalfBy

Added by: Active Solution Solution

Property Value
Description Unique identifier of the delegate user who modified the record.
DisplayName Modified By (Delegate)
IsValidForForm True
IsValidForRead True
LogicalName modifiedonbehalfby
RequiredLevel None
Targets systemuser
Type Lookup

ModifiedOnBehalfByName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyname
MaxLength 100
RequiredLevel None
Type String

ModifiedOnBehalfByYomiName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName modifiedonbehalfbyyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

msdyn_segmentidName

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName msdyn_segmentidname
MaxLength 100
RequiredLevel None
Type String

OwnerIdName

Added by: Active Solution Solution

Property Value
Description Name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridname
MaxLength 100
RequiredLevel SystemRequired
Type String

OwnerIdYomiName

Added by: Active Solution Solution

Property Value
Description Yomi name of the owner
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owneridyominame
MaxLength 100
RequiredLevel SystemRequired
Type String

OwningBusinessUnit

Added by: Active Solution Solution

Property Value
Description Unique identifier for the business unit that owns the record
DisplayName Owning Business Unit
IsValidForForm True
IsValidForRead True
LogicalName owningbusinessunit
RequiredLevel None
Targets businessunit
Type Lookup

OwningBusinessUnitName

Added by: Active Solution Solution

Property Value
Description
DisplayName
FormatName Text
IsLocalizable False
IsValidForForm False
IsValidForRead True
LogicalName owningbusinessunitname
MaxLength 100
RequiredLevel SystemRequired
Type String

OwningTeam

Added by: Active Solution Solution

Property Value
Description Unique identifier for the team that owns the record.
DisplayName Owning Team
IsValidForForm False
IsValidForRead True
LogicalName owningteam
RequiredLevel None
Targets team
Type Lookup

OwningUser

Added by: Active Solution Solution

Property Value
Description Unique identifier for the user that owns the record.
DisplayName Owning User
IsValidForForm False
IsValidForRead True
LogicalName owninguser
RequiredLevel None
Targets systemuser
Type Lookup

VersionNumber

Added by: Active Solution Solution

Property Value
Description Version Number
DisplayName Version Number
IsValidForForm False
IsValidForRead True
LogicalName versionnumber
MaxValue 9223372036854775807
MinValue -9223372036854775808
RequiredLevel None
Type BigInt

One-To-Many Relationships

Listed by SchemaName.

msdyn_msdyn_assignmentrule_msdyn_salesroutingrun_assignmentrule

Same as the msdyn_msdyn_assignmentrule_msdyn_salesroutingrun_assignmentrule many-to-one relationship for the msdyn_salesroutingrun table/entity.

Property Value
ReferencingEntity msdyn_salesroutingrun
ReferencingAttribute msdyn_assignmentruleid
IsHierarchical False
IsCustomizable True
ReferencedEntityNavigationPropertyName msdyn_msdyn_assignmentrule_msdyn_salesroutingrun_assignmentrule
AssociatedMenuConfiguration Behavior: UseCollectionName
Group: Details
Label:
Order: 10000
CascadeConfiguration Assign: NoCascade
Delete: RemoveLink
Merge: NoCascade
Reparent: NoCascade
Share: NoCascade
Unshare: NoCascade

Many-To-One Relationships

Each Many-To-One relationship is defined by a corresponding One-To-Many relationship with the related table. Listed by SchemaName.

msdyn_msdyn_segment_msdyn_assignmentrule_segment

Added by: Segment solution Solution

See the msdyn_msdyn_segment_msdyn_assignmentrule_segment one-to-many relationship for the msdyn_segment table/entity.

See also

Dataverse table/entity reference
Web API Reference