The last staff assignment rule should capture any records that failed to match on prior rules. This serves as a catch-all to ensure that all person records are assigned to a staff member.
Create an Advisor Assigned default rule
Create a default rule and add it to the Advisor Assignment exclusivity group with a priority of 999. Do not add any filters.
Once created and activated, all records that fail to match on advisor assignment rules with a higher priority number will be assigned to the user defined by the default rule.
Go to Database → Rules.
Click New Rule.
Enter the following configurations in the popup window:
Name - Advisor Assignment - Default
Base - Person
Type - Field
Folder - Advisor Assignments
Exclusivity Group - Advisor Assignments
Priority - 999
Status - Preview
Configure the appropriate filters:
Do not include any filters
Configure the appropriate action:
Field - Advisor Assigned (or use the Staff Assignment default field if you wish)
Action - Replace Values
Prompt - Select the staff member that should be assigned to person records that do not meet the criteria for any of the prior rules