Forum Discussion
4 Replies
- EverettPattersoQrew Captain
How are the claims added? From an Add button one at a time or do you import multiple claims at once?
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Everett Patterson
------------------------------- GaryMcDonaldQrew TraineeFor sake of this argument and to make it as easy as possible lets say I add a new record one at a time.
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Gary McDonald
------------------------------- EverettPattersoQrew Captain
It takes some setup and managing, but you can use all native features. I will let you determine if the effort is worth it. It should begin to assign Users to Claims evenly as you add them. Please test thoroughly and enjoy!
- Setup a new table, User Statistics. Create one record, record ID is 1.
- Create a new relationship, each User Statistic has many Users
- On the Users table, change the field Related User Statistic to a formula numeric and set the formula to 1.
- Create a lookup field for each User, name it "John Total", "Mary Total", etc *keep updated for every User
- On the User Statistics table, create a formula user field "Next User", *keep updated for every User
var number myformula = Min([John Total],[Mary Total]); If( $myformula=[John Total], ToUser("[email protected]"), $myformula=[Mary Total], ToUser("[email protected]"))- Create a new relationship, each User Statistic has many Claims
- On the Claims table, change the field Related User Statistic to a formula numeric and set the formula to 1.
- Create a lookup field for the field "Next User"
- Create a new automation, when a user adds a record in the Claims table, modify records (record ID = record ID) and change the field Related User to the Next User
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Everett Patterson
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