Assigning User based on # of assigned records
I have a table of Records ( Claims ) that I have been assigning a User to from a User table that tracks the number of records each User has assigned to them. I want to automatically assign the user w...
Forum Discussion
How many Users do you have to manage like this? What is the key field on the Users table?
I have a working solution if you just have a few Users, but it would take some setup (one table, two relationships, summary/lookup fields, couple formulas, and one amazing automation).
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Everett Patterson
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I have a working solution if you just have a few Users, but it would take some setup (one table, two relationships, summary/lookup fields, couple formulas, and one amazing automation).
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Everett Patterson
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- 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
------------------------------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
------------------------------- 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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- Gary,
I would be interested to see how this solution works. I have been looking for queue based solution to manage the workload automatically using native quickbase functionality. However, still scratching my brain.
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Babi Panjikar
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