It is common for companies to use multiple record types on an object and then wish to assign records to different groups based on the Record Type. Here we look at an easy way of enabling SuperRoundRobin to assign based on Record Type.

Create a Formula Field

When record types are created on an object, the record has a RecordTypeId field. Whilst you could query out the RecordTypeId of interest and use the Id in the SuperRoundRobin rule, it isn't very readable and isn't easy for anyone to understand when they look at the rule. Instead, we recommend you create a formula field on the object that displays the RecordType Name.

As in the image above, create a formula field of return type Text. Give it a name like RecordTypeName and for the formula, enter $RecordType.Name.

Save this formula and on the following screens, decide whether you want it on the page layout or not. That's up to you, SuperRoundRobin can still see it.

Then, add this new field to the MatchRule.Fieldname picklist as per these instructions. Then use it in MatchRules just like any other field. Job done!