Assignment rules let you automatically direct new events to the right pipeline as soon as they’re submitted.
This makes sure each type of event follows the correct workflow without needing manual updates.
Accessing assignment rules
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Click on the Object Manager in the left navigation bar.
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Click on Assignment rules under Events.
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Open the Pipelines tab.
This is where you will create assignment rules to ensure that new Events are automatically routed to the correct pipeline when they are submitted.
Creating an assignment rule
You can assign event reports to the appropriate pipeline based on the option selected from any drop-down field. Usually, this is 'Type', but it depends on your requirements.
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Click Add rule.
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In the Condition section, choose a dropdown or lookup field (for example, “Type” or “Location”).
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Choose the operator:
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is any of
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is none of
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Select the drop-down option(s) that you would like to route to a certain pipeline.
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In the Then section, select the pipeline the event should be assigned to when this condition is met.
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Click Save in the top right.
Key things to note about rule evaluation
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Rules run only once when an event is submitted.
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If multiple rules match, the system applies the first matching rule.
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If no rules match, the event is sent to the default pipeline.
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Rules do not run again when an event is edited later.
Both collaborator rules and pipeline rules are saved together.
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If all rules are valid, you’ll see a success message.
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If some rules have errors, no rules are saved until the issues are fixed.
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Put your most specific rules at the top of the list.
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Use the default pipeline as a safety net for unmatched events.
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Keep rules simple at first, then expand as your workflows become clearer.
Tip: You can always change an event’s pipeline manually later from the event record if needed.