Set Assignment Configuration
set_assignment_configReplace the WHOLE ownership routing configuration for one object: which field decides who owns a record, and for each value that field can hold, the pool of people it routes to and how one of them is picked. THIS IS A REPLACE, NOT A MERGE -- read the current configuration with get_assignment_config and send it back with your change, because any pool you omit is deleted. A pool matched by an unchanged value keeps its rotation position, so adding one person does not rewind the rotation for everyone else. field must be one of this connection's filterable fields (call list_filterable_fields) and every rep must be an ACTIVE user on this connection (call list_crm_users). Configuring a value no record currently holds is allowed -- a territory can be set up before anyone is in it. This writes nothing to the CRM and assigns nobody: it decides what a future assignment run would do.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| field | Yes | The field whose value decides the pool, e.g. billing_state. Call list_filterable_fields for this connection's fields. | |
| pools | Yes | One entry per value of that field you want routed. A value with no entry here is SKIPPED by a run, not assigned to anyone, unless a pool has the value "*": it takes every value no other pool does, empty ones included, so one "*" pool routes every record. Sending an empty list clears the configuration. | |
| object_type | Yes | Which object's ownership routing to configure. | |
| connection_id | Yes | The CRM connection. Call list_crm_connections first. |