---
schema_version: "1"
id: 333a7c49ca21a255d957f11b395a7de266da30455522f20c537044d0ddc1166c
title: Referral Assignment Rule (PATCH)
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/financial_services_cloud_object_reference/connect_resources_referral_assignment_rule_patch.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_resources_referral_assignment_rule_patch.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 37f1700f92603f226f7286ad48609f8dc5adc6d5faffc7c335f19b97dd025e7f
description: Update a draft or inactive assignment rule, including its name, description, conditions, condition requirement, and assignee. Include the complete rule definition in the request body. This API replaces the entire schema of an assignment rule definition. Before updating an active rule, deactivate it.
---
# Referral Assignment Rule (PATCH)

Update a draft or inactive assignment rule, including its name, description, conditions, condition requirement, and assignee. Include the complete rule definition in the request body. This API replaces the entire schema of an assignment rule definition. Before updating an active rule, deactivate it.

## Resource

/connect/referral-management/assignment-rules/ruleApiName

## Available Version

67.0

## HTTP Methods

PATCH

## URI Parameters

| Parameter Name | Type | Description | Required |
| --- | --- | --- | --- |
| ruleApiName | String | The server-generated API name of the referral assignment rule. | Required |

## Request Body for PATCH

### JSON Example

{
  "name": "Assign big home loans to User B (rev 2)",
  "description": "Now routed to Loan Officer Team B (updated 2026-05-12).",
  "ruleLogicalExpression": "1 AND 2",
  "conditions": \[
    {
      "fieldApiName": "Referral\_Product\_\_c",
      "operator": "Equals",
      "values": \["homeloan"\]
    },
    {
      "fieldApiName": "Referral\_Value\_\_c",
      "operator": "GreaterThan",
      "values": \["750000"\]
    }
  \],
  "assignee": {
    "type": "USER",
    "id": "005xx0000002BBBBB2"
  }
}

### Properties

| Property Name | Type | Description | Required |
| --- | --- | --- | --- |
| name | String | Display name for the referral assignment rule. The maximum supported length is up to 80 characters. | Required |
| description | String | Description of the business purpose of the rule. The maximum supported length is up to 255 characters. | Optional |
| ruleLogicalExpression | String | Logical expression that determines how conditions are evaluated when a rule has more than one condition. For example, use 1 AND 2 AND 3 when the referral must match every condition, 1 OR 2 OR 3 when it must match at least one, or a custom expression such as 1 AND (2 OR 3) for a specific combination. | Optional |
| conditions | Referral Assignment Condition Input\[\] | Criteria that a referral must satisfy for this assignment rule to match. See [Referral Assignment Condition Input](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_requests_referral_assignment_condition_input.htm "A single field-operator-value condition used in a referral assignment rule."). | Required |
| assignee | Referral Assignment Assignee Input | User or queue that receives referrals matching this rule. See [Referral Assignment Assignee Input](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_requests_referral_assignment_assignee_input.htm "The user or queue that receives referrals matching an assignment rule."). | Required |

## Response Body for PATCH

[Referral Assignment Rule](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_object_reference.meta/financial_services_cloud_object_reference/connect_responses_referral_assignment_rule_output.htm "The response representation for a single referral assignment rule.")