Information for older versions
Legacy Plauti Assign documentation covering version-specific installation, upgrades, configuration changes, custom routing, and development guidance for SuperRoundRobin.
Upgrading to Version 10 of SuperRoundRobin
Upgrade SuperRoundRobin to version 10 by installing the package, purging the cache, and updating MatchGroup and MatchLog layouts to support SLA tracking.
Test Class for Custom Objects for Versions Older Than 10
Configure and use an Apex test class for Plauti Assign triggers on custom or standard objects in versions before 10, including match criteria, test records, and count validation.
Upgrading from pre-Version 9.20 to 9.20+
Upgrade steps from pre-Version 9.20 cover Capacity Model date literals, custom MatchRule logic, and new operators, with required Salesforce field, permission, layout, and picklist updates.
Upgrading to Version 8 of SuperRoundRobin
Upgrade SuperRoundRobin to Version 8 by installing the package, updating layouts, purging the cache, and replacing MaxNewLeads with Capacity Models and busy-calendar controls.
Installing Version 6 of SuperRoundRobin
Install and configure SuperRoundRobin Version 6, including layout updates, MatchGroup settings, list view fields, and object-level processing controls.
Advanced - Overflow Records To a Backup MatchGroup - Outdated
Learn how the legacy overflow setup routes queued records to a backup MatchGroup using custom fields, a Record-Triggered Flow, and MatchGroup rules when primary assignees are unavailable.
Assign To Custom User Lookup Instead Of OwnerId
Configure Flow or Process Builder to assign SuperRoundRobin users to custom user lookup fields while preserving the record’s original OwnerId.
Upgrading to Version 11 of SuperRoundRobin
Upgrade SuperRoundRobin to Version 11, including the pre-install patch, validation-rule update, and required steps for older versions, then configure MatchRules with parent record fields.
Upgrading to Version 7 of SuperRoundRobin
Upgrade SuperRoundRobin to Version 7 by completing installation, layout and picklist changes, then configure Working Hours, queued records, rejection handling, and new tools.
Fundamental: Adding Fields to the MatchRules 'Field' Lookup
Use the Field Wizard in SRR versions 7–10 to enable standard or custom object fields, then select them in MatchRules; version 11 requires no field enablement.