Forum Discussion

Re: Assigning User based on # of assigned records

There are 19 Users in the Table but only 7 of them are adjusters being assigned to claims.
The key field in that table is User  ( it is a User field )

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Gary McDonald
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4 Replies

  • EverettPatterso's avatar
    EverettPatterso
    Qrew 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
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    • GaryMcDonald's avatar
      GaryMcDonald
      Qrew Trainee
      For 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
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      • EverettPatterso's avatar
        EverettPatterso
        Qrew 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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