Route records manually using unified routing
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Route records using Save & Route or Apply Routing Rule options
After you set up and enable a record for routing, you can start routing a record manually, either by:
- Selecting a record on the home page grid and then selecting Apply Routing Rule on the toolbar.
- Opening a record form and then selecting Save & Route on the form command bar.
The Apply Routing Rule button doesn't display on the home page grid of Activities.
To manually route records:
Sign in to your model-driven app.
Select the record you want to route on the home page grid and then select Apply Routing Rule. Alternatively, open the record form and select Save & Route on the form command bar.
The Route Case dialog box appears.
Select Route. The record is routed based on the record routing configuration.
Submit and view feedback for