---
title: "Staff Assignment Default Rule"
slug: "staff-assignment-default-rule"
updated: 2026-03-17T22:26:27Z
published: 2026-03-17T22:26:27Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Staff Assignment Default Rule

A **staff assignment default rule** can serve as a catch-all at the end of your exclusivity group, assigning a fallback staff member to any records that don't match your other rules. This is useful when you want to guarantee every record has someone assigned, but isn't necessary for all assignment setups.

## Create a staff assigned default rule

1. Click **Database** in the top navigation bar and select **Rules**.
2. Click **New Rule**.
3. Enter the following configurations in the popup window:
  - **Name**: Staff Assignment - Default
  - **Base**: Configurable Joins - Person
  - **Type:** Field
  - **Trigger:** Upon Update (Deferred)
  - **Non-deterministic:**Select **Rule is deterministic and has an exclusive priority.**
  - **Folder:**Staff Assignments (or the folder that matches your other rules)
  - **Exclusivity Group:**Staff Assignments (or the exclusivity group used by your other rules)
  - **Priority:** 999
  - **Status:** Preview
4. **Do not include any filters.**
5. Configure the appropriate action:
  - **Field:** Staff Assigned (or your chosen staff assignment field)
  - **Action**: Replace Values
  - **Prompt**: Select the staff member to assign to any records that don't match a prior rule.
6. Select **Save**. Unlike most areas of Slate, the Rules Editor does not save automatically.
7. When the rule is finished, select **Edit** in the top right-hand corner of the Rule Editor interface, then change the status from **Preview** to **Active** and Save.

Once created and activated, all records that fail to match on staff assignment rules with a higher priority number will be assigned to the user defined by the default rule.