Manually Changing Record Owner
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Of course there will be situations when you are looking at a record and you just want to change the ownership to someone else. This is fine to do, although if your record is in QUEUED status, Plauti Assign will override your changes and continue to try either assigning it to Assignees or park it with your Queue User. Read on if this is happening to you.
- If your record has the 'Use Plauti Assign' field set to ASSIGNED, NOMATCH, FALSE, or REJECTED, then you can change the ownership and Plauti Assign won't interfere.
- If your record has the 'Use Plauti Assign' field set to QUEUED, then, when you change ownership, you must also change the 'Use Plauti Assign' field to FALSE. You can do this if the 'Use Plauti Assign' picklist or button is available on the record page for editing.