Assign – Get Owner by Query

This activity will assign a record to a user or team returned by a query (optionally filtering to just related records). The native Assign step is pretty flexible but there are times where you don’t know the designated record at design time.

Examples:

  • When a record is created, assign it to the default team for the user’s business unit.
  • If an opportunity is over a certain amount, assign it to the user’s manager’s manager.

Input Parameters

Parameter Name Type Description Default
Pick a System View to Use Saved Query record A CRM view which was created as a system view. These are typically included with CRM out of the box or in other solutions. {null}
or pick a Personal View to Use User Query record A CRM view which was created as a personal view. {null}
or enter FetchXML to Use Text A CRM query represented by FetchXML. If you copy and paste it from CRM, make sure to remove all the line breaks before you paste it in or CRM may cut off the text and the query won’t be valie. {null}

Output Parameters

Parameter Name Type Description
Record Reassigned Boolean Indicates if a new owner was assigned based on the query.
New Owner (Team) Team The team record the record was assigned to, if appropriate.
New Owner (User) User The user record the record was assigned to, if appropriate.